BNY Wealth Cleveland OH

BNY Wealth Cleveland OH is a premier financial institution located at 3333 Richmond Rd #110, Beachwood, OH 44122, United States. As a distinguished entity in the banking and finance sector, BNY Wealth has been an integral part of wealth management for over 240 years. The firm is deeply committed to helping successful individuals and families build, manage, and sustain their wealth across generations and market cycles.

Under the leadership of Sinead Colton Grant, Chief Investment Officer, BNY Wealth provides insightful mid-year outlooks, including forecasts for 2024, to guide investors through the complexities of the financial landscape. The firm's guiding principle is that in investing, what you keep is more important than what you make.

BNY Wealth's Active Wealth approach is tailored to each client's unique needs, emphasizing five essential practices: invest, borrow, spend, manage, and protect. This comprehensive and dynamic framework empowers clients to navigate unpredictable and unexpected market conditions with confidence.

The Cleveland office is staffed with a diverse and experienced team of wealth managers, private bankers, and fiduciary experts, boasting over 200 years of combined industry experience. This high-touch team offers a wide range of services, including mergers and acquisitions, Next Generation planning, family law, and estate planning. Their commitment to the community is evident through their support of the Ronald McDonald House, assisting children and families in need.

BNY Wealth's comprehensive Active Wealth framework is designed to help clients sustain and build wealth in a shifting market environment. By implementing strategies such as rebalancing, asset allocation, asset location, objective-driven investing, and maintaining investments, clients can potentially increase their portfolio growth rate significantly. For instance, a $20 million portfolio could grow to $87.5 million over 20 years, compared to the average investor portfolio of $63.7 million, based on data from Dalbar's 2021 report.

BNY Wealth Cleveland OH is part of The Bank of New York Mellon Corporation, commonly known as BNY, BNY Mellon, and Bank of New York Mellon, which collectively represent the corporation and its various subsidiaries.