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Senior Care Management

Enjoy peace-of-mind through life's journeys.

Enjoying independence at any age is key to living a full life.  At Broadway Wealth Management, our advisors can help you and your family navigate the financial needs associated with the realities of aging.  Special consideration needs to be given to these decisions to ensure you stay independent and maintain the lifestyle you wish to live.  Our advisors will help you and your family prepare a plan that achieves your desired intentions while preserving your wealth for future generations. 

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Life beyond retirement

It's never too late or too early to strategize for the future. 
As you age beyond retirement, planning becomes a key component in maintaining your independence and securing financial support for additional medical or care needs. Our team can give you peace-of-mind and ensure you have the financial means to support the quality of life you wish to live. Whether you need assistance evaluating care services or transitioning to a new living arrangement, you can be rest assured that your advisor will be there to guide you through each decision, always acting in your best interest.

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Considerations as you age

The key to a worry-free lifestyle, as you age, includes:

  • Evaluating resources and services, including home health care providers
  • Tracking expected income and arranging for needed expenditures
  • Reviewing and paying bills and submitting monthly financial reports
  • Establishing caregiver services and scheduling to meet needs
  • Assisting with coordination and filing of medical and insurance claims, including long-term care            

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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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Revolving Lines of Credit

Purchase new equipment using cash

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