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Our Wealth Management Services in Seattle

Our Seattle office is the BNY Wealth hub for the Pacific Northwest. Our team of seasoned professionals have an impressive amount of industry experience spanning a broad range of wealth management services. They include customized wealth planning, with a focus on business owner transitions, virtual and traditional family offices, nonprofits and complex trusts. Our team also holds advanced financial planning degrees, with specializations in tax, estate, investment and business transition/exit planning. We are proud of our strong client commitment, limiting the number of clients we work with to ensure personal relationships and providing a high-touch client experience. All of which results in unmatched client retention.

Contact

Office Phone:
(206) 664-8800

Address

1201 Third Avenue
Suite 5010
Seattle, WA 98101

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Office Hours

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

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IN THE SEATTLE COMMUNITY

We support the Puget Sound Deal Network. Its mission is to connect and empower early- and mid-career business advisory professionals through inclusive networking and professional development opportunities, relationship building, knowledge-sharing and deal collaboration. Its purpose is to educate one another and foster the development of the next generation of business advisory leaders in the region.

 

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 SEATTLE

 

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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