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Your life.
How you live.

You know how you want to live your life today – and tomorrow. We have a team of experts to help get you there.

Investment Management Group Newsletters

Quarterly investment reviews & outlooks written by Broadway Bank’s Portfolio Managers

Developing a strategy to grow your wealth is
important at any stage in life – and should be planned
with a partner who understands your success.

Your Vision, Our Mission – Digitally

Insight
Digital

Start today with a self-service professional investment portfolio

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Set Your Financial Course

Insight
Advisor

Collaborate with a
professional Advisor

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Build a Team of Experts

Insight
Partners

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

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Investment Management

Chart ‘you-focused’
paths for investing

Your investment portfolio should be as unique as you. Your goals, your risk tolerance, even your timeline – it’s unlike any other. Empower your strategy with a custom-built investment solution.

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Senior Care Management

Enjoy peace-of-mind through life's journey

Whether it’s you or a loved one, independence is the key to living a full, meaningful life. Rest easy knowing daily life is all taken care of.

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Charitable Giving

Discover purpose and fulfillment with intelligent giving

Sharing your success with those in need is one of life’s greatest rewards. With intelligent giving strategies, we’ll help you fulfill your generous spirit while keeping an eye on your wealth.

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Real Estate Management

Build strength and confidence in your assets

Optimize your whole portfolio – including real estate assets. Our team can help to acquire real estate, manage existing assets, and sell or transfer property ownership, all with the big-picture in mind.

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Retirement PLANNING

Create a retirement story for life – as you live it

You’re not slowing down in retirement, so why should your income? Let’s plan for the next chapter by ensuring a portfolio income strategy that keeps you moving in the right direction.

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(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