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Our Services

Investment Management

Trust Administration

Retirement Planning

Grant and Foundation Management

Estate Settlement

Charitable Giving

Real Estate Management

Farm and Ranch Management

Oil, Gas and Mineral Management

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Our Wealth Advisors are a powerful resource for a well-planned legacy.

A team of highly credentialed professionals will work together to provide a comprehensive proposal for asset management, asset protection and distribution. As a Broadway Wealth Management client, our team will provide you with customized solutions, a dedicated Portfolio Manager and access to experts with experience in specialized services. 

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Our philosophy is simple.

We want to provide the best wealth management experience−solely focused on your interests and delivered by a financially strong, independent, family−owned bank. Our values are built from a solid foundation of client−centric relationships and deeply rooted community involvement.

We strive to give our clients the very best financial experience possible and we know one person cannot do that alone.

Our team is comprised of highly credentialed, best in industry experts with decades of experience, each bringing a unique perspective to your relationship. We provide custom−tailored advice and guidance, paired with premium modern banking solutions and services that is backed by a dedicated team to address any financial need.  
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Our Fiduciary Commitment

Our advisors are held accountable to the highest standards because we believe it’s the right thing to do. We will always put your interests ahead of our own and are transparent with our fee-only services. As an independently owned organization, we remain committed to providing our clients with sound guidance, never selling an investment product just to earn a profit.
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Wealth Management Home Page FAQs

How can I start building wealth?
Building wealth starts with setting clear financial goals, creating a budget and saving consistently. It’s essential to live within your means, reduce unnecessary expenses and invest in appreciating assets such as stocks, bonds or real estate. Establishing an emergency fund and paying off high-interest debt are also crucial steps in building a solid financial foundation. At Broadway Bank our wealth advisors have decades of experience and can provide custom tailored advice and guidance to help you achieve your wealth goals. Contact Broadway’s Wealth Management team to learn more.
The best investment options for you depend on your financial goals, risk tolerance and investment horizon. For short-term goals, consider low-risk options like savings accounts or certificates of deposit (CDs). For long-term goals, such as retirement, diversified portfolios including stocks, bonds, mutual funds, and real estate are generally recommended. Consulting with a financial advisor can help tailor an investment strategy to your specific needs. Contact Broadway’s Wealth Management team to learn more.
To create a retirement plan, start by estimating your future expenses and identifying your income sources. Contribute regularly to retirement accounts like 401(k)s, IRAs, or Roth IRAs, and take advantage of employer matches if available. Diversify your investments to manage risk and adjust your asset allocation as you age. Periodically review and adjust your plan to ensure it aligns with your goals and changing circumstances. Contact Broadway’s Wealth Management team to learn more.
Tax-efficient strategies include utilizing tax-advantaged accounts like IRAs and retirement accounts, investing in municipal bonds, and holding investments for the long term to benefit from lower capital gains tax rates. Tax-loss harvesting, which involves selling losing investments to offset gains, and choosing tax-efficient funds can also help reduce your tax burden. We can work with you and your tax professional to develop the right tax-saving strategies for you. Contact Broadway’s Wealth Management team to learn more.
Protecting your assets and estate involves creating a comprehensive estate plan, which includes a will, trusts, and powers of attorney. Consider strategies leveraging the benefits of life insurance, trusts, or gifting to minimize estate taxes. Regularly review your beneficiary designations and consult with an estate planning attorney to ensure your wishes are carried out. Contact Broadway’s Wealth Management team to learn more.
Hiring a financial advisor can be beneficial for personalized financial planning and investment management. Choose an advisor who is a fiduciary, meaning they are legally required to act in your best interest. Check their credentials, such as CERTIFIED FINANCIAL PLANNER® certification, and seek referrals or reviews. Ensure their expertise aligns with your financial goals and they are transparent about fees. Contact Broadway’s Wealth Management team to learn more.
Effective debt management involves prioritizing high-interest debt repayment while maintaining a balance between saving and investing. Create a budget to track spending and use strategies like the debt snowball or avalanche method to pay off debts systematically. Consider consolidating or refinancing loans to lower interest rates. Building an emergency fund can prevent new debt from arising due to unexpected expenses. Contact Broadway’s Wealth Management team to learn more.

Risk management is crucial in protecting and growing your wealth. Diversifying investments across asset classes reduces the impact of market volatility. Adequate insurance coverage (health, life, disability, and property) safeguards against significant financial losses. Regularly reassessing your risk tolerance and adjusting your portfolio ensures it remains aligned with your financial goals and market conditions. Contact Broadway’s Wealth Management team to learn more.

Diversification involves spreading investments across various asset classes (stocks, bonds, real estate, etc.), sectors, and geographic regions to reduce risk. This strategy helps mitigate the impact of any single investment’s poor performance on the overall portfolio. Consider a mix of domestic and international investments, and include both growth and income-generating assets. Rebalance your portfolio periodically to maintain your desired allocation. Contact Broadway’s Wealth Management team to learn more.
Incorporating philanthropy can provide tax benefits, such as deductions for charitable contributions. It also allows you to support causes you care about, creating a lasting impact. Philanthropy can be integrated through direct donations, setting up charitable trusts, or donor-advised funds. Engaging in philanthropic activities can enhance your legacy and align your financial practices with your values. Contact Broadway’s Wealth Management team to learn more.
Broadway Bank Wealth Management offers a comprehensive suite of services to include management of investments, real estate (including farm & ranch, residential, and commercial), oil and gas/mineral management, trust and estate administration, charitable giving and financial planning.  Our team of experienced and impeccably credentialed professionals includes those with advanced academic and law degrees and globally recognized professional designations. We are able to serve clients with highly complex situations by providing customized solutions and service from a team composed of a Wealth Advisor, Portfolio Manager and if needed Real Estate or Mineral specialists.  Contact Broadway’s Wealth Management team to learn more.

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.

Investments are:
Not FDIC insured
Not guaranteed by the bank
Not a deposit
Not insured by a federal government agency
May lose value

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