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Investment Management Strategies

Your investment strategy should be unique as you.

At Broadway Wealth Management, our in-house, locally-based investment professionals will partner with you to build a customized portfolio. We believe in giving our clients sound financial advice that considers their unique goals and risk tolerance. Your plan-based approach will include a comprehensive asset management proposal, asset protection and distribution strategy to help you successfully reach your long-term financial goals. As your fiduciary, we will always hold ourselves to the highest standard of care by placing your interest above our own.

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Align your strategy

You're unlike any other and so should be your investment portfolio. Our team will craft a personalized strategy that fits with your risk tolerance and time horizon. We will empower your strategy with a custom-built investment solution to advance you toward your goals.
  • Discover - listen and learn about your goals
  • Plan - provide a formal assessment of your current financial outlook
  • Implement - activate your unique investment plan
  • Monitor and Adjust - we will work to protect what your legacy

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Our active management approach

Our Investment Management team actively evaluates the current economic and market trends to ensure your strategy targets your unique goals. Communication with our clients is key to helping them achieve success, and we will be there along the way to provide guidance, advice, and oversight. You will have complete transparency and can easily access your team—by phone, in person, or online. With our premier online tools and resources, you can access your portfolio to determine balances and performance easily. Should your goals or circumstances change, our team will adjust and adapt to realign your portfolio to keep you on track.

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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<sup>1</sup>

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

Broadway Bank Private Banking:
1Membership qualifications to Private Banking at Broadway Bank apply. All loans subject to credit approval, verification and collateral evaluation. Rates, terms and conditions are subject to change without notice. Lending area and other restrictions apply.

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Universal expertise. Local decisions.

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Broadway Wealth Management

Protect and grow your legacy.

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Revolving Lines of Credit

Purchase new equipment using cash

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Build and retain your wealth.

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