Broadway Wealth Management

Wealth Management

Trust Broadway Bank to help you build, preserve and transfer your wealth.

Need to protect and grow wealth across generations? Then deal with an organization that’s done precisely that for several generations already. At Broadway, we treat all banking as wealth management in its most basic form. We treat higher net worth accounts with the added sophistication, professionalism and range of service they require. And our commitment simply layers in another dimension of personal interaction, understanding and service.

Professional Investment Management

We provide full service fee-based investment advisory services for individuals, trusts and estates, charitable organizations, endowments,
and foundations.
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Wealth Advisory Services

We work with your attorney, CPA and other professionals to structure your wealth across generations. Tailored planning can include retirement issues, estate plans, family legacies, and charitable gifting. View details.

Estate Settlement

As Executor or Agent, we handle the full complexity of estate administration for customers. Estate settlement services can be designed to leave control with the family but take away the burden of navigating the probate and property transfer system. View details.

Important News for You

Estate, Gift, GST Tax Update
Switching to a Roth IRA Makes Sense

Meet Our Wealth Management Team of Advisors

Trust Administration & Corporate Fiduciary

We administer the day-to-day fiduciary responsibilities associated with all types
of trust structures as Agent, Guardian or Trustee.
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Senior Care Services

Senior Care Services enable those you love to live independently longer while providing peace of mind that all important assets are
being protected. View details.

Charitable Trusts,
Private Foundations & Endowments

We consult in the design and implementation of family private foundations and support the foundation with full investment management and grants administration to minimize or eliminate the need for staff to run the foundation. View details.

Our website serves as the primary source for organizations to submit their grant applications to the foundations we manage.

Specialty Asset Management

Our professional property management team makes ongoing management, negotiations and mineral accounting easy. Specialty assets include Real Estate, Farms, Ranches, Oil, Gas
and Mineral. View details.

INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT BANK GUARANTEED • MAY LOSE VALUE

Products and services, including fiduciary and custody products and services, are offered through Broadway Bank.