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.

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a Broadway Bank Wealth Management client
a dedicated team of broadway wealth bankers

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.   

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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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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.  

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Broadway 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.

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


Personal Banking

Everything you’d expect from a modern bank, but locally sourced and personally delivered.

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Business Banking

Financial solutions unique to your business.

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Commercial Banking

Let our local expertise guide your growth.

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Wealth Management

Let us help you grow your legacy.

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Private Banking

Customized lending solutions and a dedicated banker.

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Broadway Wealth Solutions, Inc.

Build and retain your wealth.

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Insight Digital

Take control of your financial future.

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