Wealth Advisory

In the realm of wealth management, the personal warmth and service typical of Broadway’s approach are carefully retained— however, they are elevated to a higher level and paired with a range of highly specialized services. Trust, estate, and philanthropic planning may be combined with your investment program. We will work with your attorney, CPA and other advisors to develop and implement a unique, comprehensive wealth management plan for you and your family.

We offer:

customized solutions,
objective advice,
a team approach,
outstanding wealth management professionals,
and the intimacy of a boutique advisory firm.

Estate Planning

We can work with your other advisors to arrange your financial affairs so the maximum amount of your estate will pass to your heirs (or charities) in the manner that you desire. By understanding your potential exposure to estate and inheritance taxes, we are able to outline appropriate estate planning strategies.
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Charitable Planning

Working with your other advisors, we can help you define and establish a philanthropic legacy.
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Legacy Planning

There is a legacy far greater than money that you can leave to generations of your family. Through this process, you will discover the best ways to influence the well-being of your family, friends and even the world beyond your own life. View details.

INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT BANK GUARANTEED • MAY LOSE VALUE

"In my book, Wealth Management at Broadway Bank is the secret ingredient for my success."

Frances Strange,
Entrepreneur and Author
Read the story.

Retirement Planning

Retirement income from government benefits, employee benefit plans, personal savings and investments can become a significant portion of your estate. It is important to plan ahead for the impact of these funds and for the other changes affecting your life at retirement.
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Business Succession Planning

What is the best way to transition the ownership of your business? We can help you identify and understand specific issues and problems you face and, working with your other advisors, develop a plan that is best suited to you.

Family Governance

Helping families work through issues and develop a strong system of governance takes time, expertise and commitment. We offer assistance for families desiring to establish more effective ways of communicating and making decisions.

Case Study: Wealth Advisory

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