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Broadway Wealth Solutions, Inc.

We understand that each client’s desired approach to their long term financial planning is unique. Some individuals prefer to manage investments themselves, while others want an advisor to provide custom-tailored advice and guidance. At Broadway Wealth Solutions, Inc., we offer clients both options. As a locally based, independent registered investment advisor firm, we are committed to providing sound guidance based on our best professional judgment.

Broadway Wealth Solutions, Inc. Advisors

Partner with a dedicated financial advisor to review your current financial needs, retirement wishes, and long-term goals to develop a comprehensive approach to your financial future.

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Insight Digital

A guided, online investment platform that gives you access to the expertise, tools and resources to take control of your financial future.

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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.

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.

Recent BWSI News

Investment Management Newsletter - 2nd Quarter 2021

Despite two consecutive monthly inflation numbers, the S&P 500 continued its upward climb this quarter. Some question how long this strength can continue in the face of supply chain bottlenecks, rising costs and higher inflation overall.

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A Little Bit About Bitcoin

Bitcoin, the original cryptocurrency invented in 2008, has been one of the market’s best performing assets with a gain of over 300% during 2020 and almost 100% so far during 2021. Bitcoin is also a technology, and it could be an inflation hedge, a tool to guard against political risks, a vehicle to democratize monetary policy, an anonymous method of transacting for unscrupulous players, or an investment. In short, the reasons someone may want to hold Bitcoin are abundant.

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Investment Management Newsletter - 3rd Quarter 2021

As the quarter began, the nation was returning to normalcy with the pandemic showing signs of retreat. Within weeks, we saw an upsurge of the Delta variant.

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Disclosures:

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 web site 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 web site 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 web site 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.


Investments are:
Not FDIC insured
Not guaranteed by the bank
Not a deposit
Not insured by a federal government agency
May lose value

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