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.
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.
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"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
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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.
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.)
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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
