Saturday, September 21, 2019
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Wealth Management at Broadway Bank

Broadway Bank's Wealth Management 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. Click to learn more.

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. Click to learn more.

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. Click to learn more.

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. Click to learn more.
(*As your agent we can take much of the fiduciary responsibility– making your job easier.)

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. Click to learn more.

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. Click to learn more.

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. Click to learn more.

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. Click to learn more.

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. Click to learn more.

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

 

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

 

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