Wealth Management

Developing a strategy to grow your wealth is important at any stage in life and should be planned with a partner who understands your goals and what success means to you. At Broadway Wealth Management, our team of highly credentialed professionals collaborate to provide advice and solutions tailored to your unique circumstances.

Let us help you protect what you've worked so hard to build.

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What can we help you with today?

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

a Broadway Bank Wealth Advisor meets with his client

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.

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.

a businessman sits at his laptop thinking

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