Texas Financial LeadersAs Seen In...Forbes, December 10, 2012

 

Private Banking and Wealth Management at Broadway Bank

The personalized banking you deserve.

Private Banking and Wealth Management at Broadway Bank offer a unique, personal banking experience that truly delivers the individualized attention you deserve.

Private Banking – Banking Made Simple

As a Private Banking customer, you’ll have full access to our concierge banking, customized lending, and business and wealth management solutions. At Broadway Bank one call connects you with your Private Banker, who is ready to assist you with your accounts, loans, investments and all your financial needs. This same banker quickly becomes your global trusted advisor and a conduit to an entire network of other professional advisors.

“If you’re looking for financial and life solutions, look to Private Banking and Wealth Management at Broadway Bank – you won’t be disappointed,” says Harvey Hartenstine, president of Broadway Bank’s Austin region. “We have seasoned professionals you can trust with the resources to be competitive and a business model designed to hold us accountable and ensure we are always putting our clients first.”

(L to R)Lutz, Parish, Hartenstine

Wealth Management – Trusted Solutions to Build, Preserve and Transfer Wealth

Wealth Management at Broadway Bank delivers consistent and individualized advice to its customers. “Our clients experience the difference we bring every day,” says Pamela K. Parish, CFP®, group executive vice president of Wealth Management. “Our priority is to provide the highest level of service while meeting the unique objectives of each client.”

In deciding where to invest clients’ money, the Wealth Management professionals not only take full advantage of
research from major Wall Street firms and independent sources, they supplement this information with local research of their own. Industry-leading analytics software and sophisticated asset allocation models including style diversification contribute to the excellent outcomes.

A Business Model with a Competitive Advantage

As an independent and family-owned organization, Broadway Bank employs a business model that helps our bankers utilize its considerable resources more efficiently to positively impact the client experience.

“Being family owned and operated makes us fully accountable and accessible,” says Howard Lutz, group executive vice president of Private Banking. “We’re a relationship bank with a ‘360 degree’ approach. Many of our relationships span several generations through all seasons of life. Our clients range from professionals who are growing successful businesses to high-networth individuals concerned about protecting their wealth and the family members of the next generation.”

Private Banking

  • Concierge Banking
  • The Private Access Account
  • Customized Deposit Accounts
  • Customized Lending Solutions
  • Customized Business Solutions

Wealth Managment

  • Professional Investment Management
  • Wealth Advisory Services
  • Estate Settlement
  • Trust Administration and Professional Fiduciary Services
  • Senior Care Services
  • Charitable Trusts, Private Foundations and Endowments
  • Real Estate, Farm and Ranch Management
  • Oil, Gas and Mineral Management


Consistent Strength and Stability

Broadway Bank is consistently recognized for its stability, safety and strength by many national independent bank rating services. In fact, Bauer Financial recently awarded Broadway Bank a 5-star rating — the highest possible rating.

Broadway Bank continues to grow and has reached $2.6 billion in total assets and $2.3 billion in deposits. Even in these uncertain and challenging times, Broadway Bank maintains its strength and stability so our customers can feel confident Broadway Bank is, indeed, here for good.

© 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