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.

An investor speaks with a financial advisor about investment opportunities

Husband and wife receiving financial advice

Collaborate with a dedicated Financial Advisor.

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

A family happy about their investment opportunities

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

Business advisor reviewing investment portfolio with a client

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

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

On Silicon Valley Bank, financial sector concerns, and Broadway's legacy of stability…

Much of the news today has been dedicated to the failure of Silicon Valley Bank, and while this situation is drastically different from the beginnings of the 2008 banking crisis...

The Fed Has Spoken

At last week’s annual Jackson Hole Economic Symposium—a conference where central bankers, academics, and finance ministers from around the world gather for an open discussion of important economic issues...

Investment Management Newsletter - 4th Quarter 2022

While 2022 saw some normalization on Main Street with most remaining mask mandates dropped, school norms returned, and employees returning to the office, Wall Street saw anything but normalcy.

Newsroom

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Form CRS

Form ADV Part 2A

Privacy Policy

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

Broadway Wealth Solutions, Inc.

Collaborate with a dedicated Financial Advisor.

Plan for the future

Our personalized approach includes:

Our Model Portfolios

Here's what you can expect:

Recent BWSI News

On Silicon Valley Bank, financial sector concerns, and Broadway's legacy of stability…

The Fed Has Spoken

Investment Management Newsletter - 4th Quarter 2022

<h3 style="text-align: left;">Learn More About Our Firm</h3>

Broadway Bank Free Checking

Small Business Loans

Commercial Banking

Broadway Wealth Management

Revolving Lines of Credit

Broadway Wealth Solutions, Inc.

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