Broadway Wealth Solutions, Inc.

For many, the thought of developing a financial strategy can be overwhelming. At Broadway Wealth Solutions, Inc., our advisors work with each client to learn about their current financial needs, retirement wishes, and long-term goals to develop a comprehensive approach to financial planning. We understand that each client is unique. That's why we build strategies custom-tailored to our client's specific needs. Our approach allows clients to focus on reaching their goals while giving them the freedom to enjoy a life well-lived.

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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.

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Our Model Portfolios

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.

Here's what you can expect:

  • Account accessibility to add or subtract funds
  • Models aligned with all risk levels from conservative to aggressive
  • Your risk level can be changed in the future as your needs change
  • Managed and rebalanced to maintain the desired level of risk over time

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Plan for the future

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.

Our personalized approach includes:

  • Complimentary financial planning
  • Relationship managed by fiduciaries
  • Life insurance review
  • Estate plan assessment
  • One-on-one financial guidance
  • Annual review of accounts

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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 BWSI News

Thoughts on the debt ceiling, x-date, and default risk

We have already reached the debt ceiling and are at the point where the Treasury is exercising extraordinary measures in order to pay the government’s bills. The “X-date” is the point at which the availability of those...

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Investment Management Newsletter - 2nd Quarter 2023

“Did a person write this newsletter or was it ChatGPT?” We can assure you this quarter’s newsletter is an old-school collaboration of humans—same as always.

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Investment Management Newsletter 3rd Quarter 2023

As of quarter-end, the return on the S&P 500 so far this year was 13.1%, but that masks a dramatic difference in returns for value stocks, which were up 1.8% (Russell 1000 Value) and growth stocks...

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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 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.


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

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Broadway Wealth Solutions, Inc.

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