Personalized Solutions

Each client is unique. So are our solutions.

BUSINESS OWNERS

bank on your own terms

As a business owner, you probably dedicate a large part of your life to running your business. Private Banking can help you conquer the financial portion of your to-do list and keep your business and personal financial affairs running smoothly. We can initiate liquidity or credit solutions for your business, review and analyze your investment portfolio or provide insights into your estate plan at your home or office...all within your busy schedule.

CORPORATE EXECUTIVES

grow and preserve
your personal assets

Our Private Banking team of professionals works for the benefit of you and your family. We can help assess your current financial situation and develop a solid, balanced plan to help you steadily grow your assets, manage deferred compensation, manage exposure to concentrated positions, and develop a comprehensive plan that will provide for you and your family after you retire.

 

ENTREPRENEURS

get the resources you
need and the attention
to detail you deserve

 

Your Private Banker can customize a financing program that will provide the resources you need to sustain your business. Our experienced team will deliver innovative wealth-building strategies that maximize your cash and investment objectives. Don’t forget to take the time to enjoy your wealth. We can help you purchase a second home, travel abroad, fund a hobby, or purchase collectables, such as classic cars, artwork and boats.

 

HEALTHCARE and
LEGAL PROFESSIONALS

improve your bottom line

 

Your Private Banker can arrange a host of services to help you thrive during each phase of your career. We can develop customized lending to provide for tuition, capital to start a new practice, or help purchase that special personal reward, such as a custom sports car. We can arrange other bank services to increase the profit of your practice and the value of your personal assets, and we can even help when you are ready to sell your practice and retire.

 

INDIVIDUALS

grow and enjoy your wealth

 

Your Private Banker can help you create and maintain adequate cash reserves, provide for education, and strategize the funding of significant purchases, such as a second home, travel or collectibles. We can also pull together the necessary advisors to develop your estate plan or investment plan.

 

FAMILY OFFICES

provide for multiple generations

 

Your Private Banker can work with you, your advisors and the active members of your family to develop a comprehensive wealth management plan that will preserve and grow your wealth for generations to come. Our specialists provide resources to maximize the efficiency of the family office—like managing the details of your private foundation.

 

MILITARY OFFICERS

utilize your military benefits

 

Military life comes with its own unique set of challenges. So we came up with our own unique set of solutions. Your Private Banker can develop customized lending with preferred loan rates for personal loans, auto loans, mortgage loans, and relocation loans. We offer special lending for capital to establish or expand a small business. And we can arrange other services to help you increase the value of your personal assets. It’s our way of saying “thank you” to our military personnel.

 

 

 

 

© Broadway Bank. Equal Housing Lender. Member FDIC
210.283.6500 • Outside San Antonio call toll-free 800.531.7650
1177 N. E. Loop 410, San Antonio, Texas 78209

Membership qualifications for Private Banking at Broadway Bank apply. Loans subject to credit approval.