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Charitable Giving

Let us help you achieve your philanthropic goals with intelligent giving.

Sharing your financial success to help support those in need can be one of life's greatest rewards. At Broadway Wealth Management, our highly knowledgeable team can help ensure that your charitable giving plan is fully executed to benefit your community and those who need it most. Whether it be establishing a trust, maintaining a grant program or planning for life long contributions, we will advise you on intelligent giving strategies to fulfill your generous spirit while keeping an eye on your wealth.  

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Giving Strategies

A legacy focused on fulfilling your philanthropic goals can also be a wealth strategy that maximizes the financial benefits of giving. Our local wealth advisors will be your best advocate in helping you develop a financial plan that focuses on providing monetary gifts to the causes you support. Your service team will collaborate to assist you with planning, administration and selection of the appropriate assets and strategy for gifting. 

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Grants and Foundations

Integrating philanthropy into your family can be an excellent way to build a life long passion for giving and helping others. Private foundations offer charitable organizations an opportunity to secure funds to support their mission while allowing you to fulfill your vision of giving. Let us help you create a customized solution for establishing a charitable legacy.    

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Funding to support your organization.

As a non-profit, your sources of funding are limited and it can be challenging to secure dollars to fulfill your organization's mission. At Broadway Bank Wealth Management, we manage grants and foundations that support non-profits by awarding funding to help support their cause. The application process is online and easy to follow.  

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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


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