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Our Wealth Management Services in Las Vegas

For 240 years BNY Wealth has helped successful individuals and families build, manage and sustain their wealth across generations and market cycles. Our Active Wealth approach is grounded in a deep understanding of our clients. For each client, we craft a customized approach around five essential wealth practices: invest, borrow, spend, manage and protect that empowers our clients to confidently navigate the unpredictable and unexpected.

 

Conveniently located in the Downtown Summerlin shopping center, our Las Vegas office has been serving wealthy individuals, families, institutions, non-profits and municipal clients for two decades. The team represents one of the largest wealth management offices in southern Nevada and offers over 40 years of local market experience. The office provides a wide range of personalized wealth management capabilities and serves as a local connection to the world-class resources of a global financial leader.

Contact

Office Phone:
(702) 830-4913

Address

One Summerlin
1980 Festival Plaza Drive

Suite 300

Las Vegas, NV 89135

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Office Hours

Mon - Fri: 8:30 AM-5:00 PM PT

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ACTIVE WEALTH

 

 

 

Our comprehensive Active Wealth framework helps you sustain and build wealth in the shifting market environment. Learn how to implement a dynamic approach to wealth management that consists of investing, borrowing, spending, managing taxes and costs, and protecting wealth for future generations.

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OUR SOLUTIONS IN LAS VEGAS

 

Wealth Management for Individuals & Families
Our Active Wealth approach helps our clients achieve long-term financial success that stretches across market cycles and spans generations. Our support empowers our clients to stay focused on what’s important to them and confidently navigate the unpredictable and unexpected.
Private Banking
Benefit from a personalized approach to your banking and credit needs, integrated with your wealth management strategy that reflects your unique tax, financial and personal circumstances.
Global Family Office
With over 50 years of tailored investment solutions, BNY Wealth Global Family Office offers unparalleled wealth management and family office services.
Trusts & Estate Planning Services
Access trust planning, consultation, implementation, administration and more through the fiduciary services of the bank that created one of the nation’s first trusts. We also offer the requisite resources and expertise to ensure estates are managed to maximize value, while minimizing the burden on family and heirs.
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