Wealth Management

Trust Broadway Bank to help you build, preserve and transfer your wealth.

Need to protect and grow wealth across generations? Then deal with an organization that’s done precisely that for several generations already. At Broadway, we treat all banking as wealth management in its most basic form. We treat higher net worth accounts with the added sophistication, professionalism and range of service they require. And our commitment simply layers in another dimension of personal interaction, understanding and service.

Professional Investment Management

Our experienced and proven portfolio managers provide full-service, fee-based investment advisory services for individuals, trusts and estates, charitable organizations, endowments and foundations. View details.

Wealth Advisory Services

Working with your attorney, CPA and other professionals, our wealth advisors provide tailored, customized solutions and objective advice when working with you to develop and implement a unique, comprehensive wealth management plan for you and your family.
View details.

"Wealth Management at Broadway Bank just makes sense...
a family-owned community bank helping other families preserve their legacy."

—TOM & ANNETTE D.,
   Real Estate Developers


Read their story.

 

Estate Settlement

Estate settlement is one of the most important services that we provide for families. At a time when a family may be least able to deal with business and financial matters, we can help ease the burden of settling a loved one’s estate.View details.

Trust Administration & Professional Fiduciary Services

As Agent for Trustee or Executor*, Guardian or Trustee— Broadway Bank’s experienced and knowledgeable professionals free you from the day-to-day fiduciary responsibilities associated with all types of trust structures. View details.
(*As your agent we can take much of the fiduciary responsibility– making your job easier.)


Explore More Information

Switching to a Roth IRA Makes Sense

Case Studies: What Can Wealth Management Do For You And Your Family?

Meet Our Wealth Management
Team of Advisors


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


Senior Care Services

Live at home and get the help you need—from bill payment to home repairs—we make it easy to stay independent and keep everything running smoothly. View details.

Charitable Trusts,
Private Foundations & Endowments

Giving together can unite your family across years, geographic locations and life circumstances. No matter how old your children are, integrating philanthropy into your family life can be an excellent way to pass on healthy attitudes about giving and helping others.
View details.

Broadway Bank provides a single source of grant management services, including grant application collection, compliance monitoring, tax filing, and grant disbursements.

Real Estate Management / Farm and Ranch Management

Broadway Bank offers expertise in managing, maintaining and improving ranch, farm or other properties. View details.

Oil, Gas and Mineral Management

We offer professional assistance and expertise to effectively manage your mineral assets. We manage properties in almost every producing state in the country, and work to maximize annual revenue, reduce overhead costs, improve customer service and reduce compliance concerns associated with each property.

 

Products and services, including fiduciary and custody products and services, are offered through Broadway Bank.



210.283.6500 • Outside San Antonio call toll-free 800.531.7650

Customer Contact Center (Service Representative) 210.283.6611
24 Hour TeleBank (Access Your Account) 210.283.6505

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