BNY Mellon Wealth Management offers customized wealth-management services for affluent individuals, families, offices, charitable-gift programs, endowments and foundations. Programs include asset servicing, investment management, private banking, estate planning, record keeping and reporting, tax and legal expertise, donor development resources, asset allocation and investment capabilities. The company was established with the merger of Mellon Financial Corporation and the Bank of New York Company. Full banking services are not available at this office.
Cirrus Asset Management is a company that focuses on asset management and evaluation. Some of the services offered are accounting, dispositions, property operations and acquisitions, construction management, and financial engineering. Cirrus is currently responsible for asset management of over 3,500 apartments in four states.