an oil field in texas

Oil, Gas and Mineral Management

Go beyond the surface to help you protect your future.

When considering a strategy to grow your wealth, it's essential to consider the type of assets that make up your portfolio. Not all investments are the same. Oil, Gas and Minerals are natural resources that can provide a stream of revenue for your family and future generations. These unique assets have ownership challenges that require a team's dedication to ensure they are being managed appropriately.  At Broadway Wealth Management, our local management team makes decisions based on the client's goals and changing circumstances regarding these assets.

Contact Us Today

a truck moves inventory on an oil field

Asset Management

  • Maintaining current inventory and status of each mineral/royalty/working interest and its ownership 
  • Analyze and verify Oil and Gas Lease compliance  
  • Market unleased mineral properties  
  • Negotiate purchase or sale of mineral interests     

Contact us Today
two workers inventory oil assets

Administration

  • Performing annual due diligence and audit of all oil and gas properties
  • Ensure compliance with leases and contracts, this includes analysis of production volumes and commodity pricing
  • Negotiate leases, farm-outs, well participation, production sharing and well allocation agreements, and other agreements that provide for exploration
  • Confirm division orders and when necessary, perform title curative work                                                               

Contact us today
Broadway Bank provides accounting assistance

Accounting Assistance

  • A three-fold service of receiving, processing and monitoring revenue checks and working interest expenses
  • Evaluate, pay, and when warranted, protest ad valorem taxes                       
  • Research and recover escheated funds, as well as funds suspended by purchasers   
  • Reconciliation of 1099 Miscellaneous Income and preliminary tax preparation  

Schedule a Meeting

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 businessman sits at his laptop thinking

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. 

Learn More

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.  

Learn More

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.

Login

Broadway Bank Free Checking

Open an account today.

Learn More

Small Business Loans

We're a SBA Preferred Lender

Learn More

Commercial Banking

Universal expertise. Local decisions.

Learn More

Broadway Wealth Management

Protect and grow your legacy.

Learn More

Revolving Lines of Credit

Purchase new equipment using cash

Learn More

Broadway Wealth Solutions, Inc.

Build and retain your wealth.

Contact Us

Insight Digital

Take control of your financial future.

Start Today