Our financial advisors will take the time to learn more about your family, your values, and your long and short-term goals as part of the financial planning process. Each client will receive a comprehensive assessment of their current financial health and an in-depth plan that outlines strategies for investment, retirement, tax and estate planning, college funding and more.
Broadway Wealth Solutions, Inc., gives you a personalized approach to managing your wealth with access to a dedicated financial advisor.
Our team develops goals-based investment models with diversified assets to achieve an expected return with your corresponding risk tolerance. These models are designed and monitored in-house by our colleagues and portfolio managers with Broadway Bank Wealth Management.
At Broadway Wealth Solutions, Inc., our only priority is your financial well-being. Our advisors will build and retain your wealth, protect your assets and maximize your retirement income.
No Proprietary Funds
We do not have a financial reward in selling a specific fund. This means we are free to choose the best fund for each category, which is a huge advantage for our clients.
Competitive Advisory Fees
We designed our fee structure to provide clients with exceptional service at highly competitive rates. Clients are assessed an advisory fee for assets under management and this fee is collected every quarter.
No Commission or Other Fees
We do not charge commissions or transaction fees. While all funds have expense ratios, our team does our best to filter out funds with excessive fees. We are on the same side of the table with you—and will work to help you attain your goals.
Recent market volatility has left investors on edge, but it’s important to take a step back and view the bigger picture. The S&P 500 has fallen less than 10 % from its February peak, with the hardest-hit stocks being those that led the rally in 2024.
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The flurry of unconventional activity in our government’s executive branch which began immediately after President Trump’s inauguration has dominated the flow of news ever since.
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After hitting 57 all-time highs during the year, the S&P 500 finished 2024 with a total return of 25.0%. That followed another far above-average year in 2023 when the index rose 26.3%.
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WARRANTIES & DISCLAIMERS There are no warranties implied. Broadway Wealth Solutions (“BWSI”) is a registered investment adviser located in San Antonio, Texas. BWSI may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. BWSI’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of BWSI’s website on the Internet should not be construed by any consumer and/or prospective client as BWSI’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by BWSI with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of BWSI, please contact the state securities regulators for those states in which BWSI maintains a registration filing. A copy of BWSI’s current written disclosure statement discussing BWSI’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from BWSI upon written request. BWSI does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BWSI’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through BWSI and individually licensed and appointed insurance agents.Disclosures:
Investments and Insurance Products are:
Not FDIC insured
Not guaranteed by the bank
Not a deposit
Not insured by a federal government agency
May lose value