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a man on the phone reviewing his investments with his Broadway Bank insight advisor

Insight Advisor

Let’s Set Your Financial Course. Collaborate with a professional Advisor.

   

Even the most adept investors can use some personal insight from a seasoned investment pro every now and again. Enter Insight Advisor. We’ll combine the convenience of a dedicated, personal Financial Advisor with powerful financial planning tools and sophisticated investment expertise. We’ll work with you to identify your financial goals and align your vision with your financial resources. By using this collaborative approach and our best financial thinking, we’ll develop tailored investment advice and a comprehensive, ‘you-focused’ financial plan.

It’s just that easy

Retirement Planning | Investment Management | Major Purchase & Education Strategies

mail_outline Email Wealth Management (210)283-6700 Local (800)531-7650 Toll Free

Insight Digital and Insight Advisor are offered through Broadway Wealth Solutions, Inc., a Registered Investment Advisor wholly owned but separate from Broadway National Bank. For further information, please contact us for a copy of our disclosure documents, including Form ADV Part 2A and supplemental materials.

Broadway Bank and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your situation at the time your taxes are prepared.

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