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Insight PartnerS

Work with experts in the areas of Trust, Oil and Gas, Real Estate, Estate Settlement and Investments

The roots of success are seeded in the desire for a well-planned legacy. And a powerful resource in planning for future generations is the confidence gained in a trusted wealth manager who, for generations, has local, Texas-based experience in planning, managing and growing the assets you’ve worked so hard to build. We’re here to listen to your unique circumstances, take time to learn your family's history and identify the values important to you and the ones you love.

You’ll have a team of experts at your service, including a Trust Advisor, Oil and Gas Manager, Real Estate Manager, Estate Settlement Specialist and a dedicated investment Portfolio Manager. These professionals will work closely with your outside Advisors which often include your attorney, CPA, business manager, and family office manager to build a unified strategy to accomplish your unique long-term goals.

It’s just that easy

Retirement Planning | Investment Management | Major Purchase & Education Strategies

(210)283-6700 Local (844)200-0758 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