BNY Mellon Wealth Management Erie

100 State Street, Erie, PA 16507

BNY Mellon Wealth Management Erie, located at 100 State Street in Erie, Pennsylvania, is a premier financial services firm dedicated to helping clients grow and protect their wealth. As part of America's first bank, with a legacy spanning over 240 years, BNY Mellon brings unparalleled expertise and a deep understanding of the financial landscape to its clients.

Under the insightful leadership of Sinead Colton Grant, the Chief Investment Officer, BNY Mellon Wealth Management provides a forward-thinking perspective on the market, as evidenced by our comprehensive mid-year 2024 outlook. We believe that in the realm of investing, the focus should not only be on what you earn but also on what you can preserve and grow over time.

Our proprietary Active Wealth approach is designed to uncover hidden opportunities and leverage advanced planning techniques. This strategy aims to minimize tax impacts and secure your wealth for future generations, ensuring that your financial legacy is well-protected and optimized.

For business owners, BNY Mellon Wealth Management Erie offers specialized strategies tailored to the complexities of running a business. From effective tax management to the intricacies of selling or transferring ownership, our expert advisors provide the guidance and support necessary to navigate these critical decisions with confidence.

BNY Mellon, BNY, and Bank of New York Mellon are the corporate brands of The Bank of New York Mellon Corporation, representing the corporation as a whole and its various subsidiaries. At BNY Mellon Wealth Management Erie, we are committed to delivering exceptional service and innovative solutions to help you achieve your financial goals.

Visit us at our Erie location to learn more about how we can assist you in growing and preserving your wealth for the future.