The Private Bank at Broadway


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The Private Bank at Broadway

INVESTMENT PRODUCTS
NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE

Harvey Hartenstine
Private Client Services Manager

Private Client Services

Our Private Bankers are surrounded by specialists who bring our clients exceptional wealth management solutions. As your relationship manager, we not only deliver traditional banking services – we also deliver the expertise of the entire Private Bank.

Our priority is to understand what’s important to you, so we can build the right team and bring you creative ideas across the spectrum of wealth management. You will find us to be focused on you.

From customized lending solutions designed with the flexibility you deserve – all the way to introducing specialists who can help you start your own private foundation – think of us as your quarterback for The Private Bank at Broadway.

Areas of Specialty:
• Personal, customized service
• Private Banker specializing in you
• Full complement of banking and wealth management solutions
• Creative lending solutions

The Private Bank at Broadway offers a full complement of services tailored to the needs of our clients.

Local integrated team

Dedicated relationship managers

Wealth advisory services

Customized lending solutions

Active portfolio management

Full-service brokerage services

Trust and estate planning services

Real Estate and Mineral Management

Estate Settlement Services

Timing is everything!
Click to see chart

Private Client Services (210) 283-4000

Wealth Management
(210) 283-6700