Broadway Wealth Management
Work with a team of best-in industry experts to build your legacy.
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 advisor 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 learn about your unique circumstances, take time to understand your family's history and identify the values important to you and the ones you love.


A Dedicated Team
As a client of Broadway Wealth Management, you will have a team of experts at your service. This includes a Wealth Advisor, Financial Planner, and Portfolio Manager to provide the guidance and advice you need. Our team is comprised of individuals with expertise in specialty services like oil, gas and mineral management, real estate management, foundation administration, and more.
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Specialty Services
As you grow your portfolio, you might consider including unique assets like land, mineral rights, or personal collections. These assets can be complex to manage and require a different type of guidance to ensure they are passed on to future generations. Our diverse team of advisors have years of experience managing these unique assets and other wealth strategies to help you build your legacy.
- Farm and Ranch Management
- Real Estate Management
- Estate Settlement
- Trust Administration
- Investment Management
- Charitable Giving
- Grants and Foundations
- Retirement Planning
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 Banking Experience Unique as You.

Our Private Banking team is ready to collaborate with you
Broadway Bank's Private Banking team provides concierge services specifically curated for clients who need a dedicated banker to assist them with personal and business financial needs.
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Private Banking Secured Revolving Line of Credit
The low-rate Secured Revolving Line of Credit is available exclusively for Broadway Bank Private Banking clients who would like to use their wealth management assets as collateral.
Learn MoreBroadway Wealth Management:
Broadway Bank Wealth Management 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.
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