a woman sits reading a book in her house with an ocean view

Real Estate Management

Build strength and confidence in your assets.

Real Estate represents an important part of your overall financial picture, and it should be considered and cared for with expertise.  Broadway Wealth Management can help acquire real estate, manage existing assets and sell or transfer property ownership, all with the big-picture in mind. For generations, we have acquired, sold, leased, managed, maintained and improved residential and commercial properties, urban land, and farms and ranches across this great state. We know what it takes to create and preserve the legacy you’re working so hard to build.

Contact Us Today

a couple views a new property

Our Management Process

We’ll work together to establish:
  • Goals for your property
  • Management, maintenance and improvement needs
  • Measurements for success

Contact Us Today
a beautiful home located in South Texas

Oversight of Real Estate

We’ll be there every step of the way with an ongoing, needs-based plan of action to:
  • Purchase or sell property
  • Obtain and monitor insurance coverage and oversee claims
  • Complete applications for property tax exemptions and special valuations and ensure timely payment of property taxes
  • Identify quality tenants
  • Negotiate lease agreements and monitor tenant activities
  • Conduct regular on-site inspections and valuations
  • Oversee repairs, maintenance and capital improvements
  • Negotiate easements                                                                                       
  • Identify and mitigate environmental damage
  • Oversee residential modifications for special needs

Contact us Today

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