Wealth Management - Build, Preserve and transfer your wealth

Wealth Management & Advisory

Broadway Bank's Wealth Management and Advisory services provide trusted solutions that help you build, preserve and transfer your wealth across generations. Our priority is to provide the highest level of service while meeting the unique objectives of each client.

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.

"Behind every sound investment strategy is a strong relationship you can trust."

David, Carolyn & Millie B.

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

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

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. Our professional team of wealth advisors, portfolio managers and administrators can assist you with a full selection of philanthropic services. View details.

Foundation and Grants Management

Broadway Bank provides a single source of grant management services, including grant application collection, compliance monitoring, tax filing, and grant disbursements. We handle all of the details so donors and grant committees can focus on what matters most—their charitable giving. View details.

Real Estate Management /
Farm and Ranch Management

We understand the role of real estate as part of your portfolio, and we also work to preserve these assets as a part of the heritage of future generations. View details.

Oil, Gas and Mineral Management

We offer professional assistance and expertise to effectively manage your mineral assets. We work to maximize annual revenue, reduce overhead costs, improve customer service and reduce compliance concerns associated with each property. View details.

 

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

 

© 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