Broadview Wealth Management Reaches $1 Billion Milestone
For Immediate Release
September 9, 2025
Broadview Wealth Management Reaches $1 Billion Milestone
Albany, NY – September 9, 2025 – Broadview Wealth Management, a wealth management firm located at Broadview Federal Credit Union, has officially surpassed a major milestone in its 36-year legacy of relationship-driven financial service. The advisors of Broadview Wealth Management collectively serve more than $1 Billion in brokerage and advisory assets.
Founded in 1989, Broadview Wealth Management has built a decades-long reputation for helping members seek financial confidence through personalized guidance, responsible planning, and strong relationships. Today, the firm services more than 8,700 accounts annually, offering financial planning, retirement strategies, estate planning, and financial education sessions.
“At Broadview Wealth Management, it’s never been about chasing benchmarks, it’s always been about building trust,” said Broadview Federal Credit Union Chief Investment Officer, Susan Fogarty-Jacques. “Reaching this milestone is a testament to the relationships cultivated by incredible advisors and associates and their ongoing commitment to those they serve.”
The firm’s growth and achievements are powered by a highly experienced team. Today, Broadview Wealth Management includes 15 dedicated advisors who each have an average of 15+ years’ experience in wealth management and financial planning service to members across the Capital Region and beyond.
“The sustained success and steady growth of Broadview Wealth Management is a testament to the team’s collaboration and commitment to providing sage advice and support to our members,” said Broadview Federal Credit Union CEO Michael Castellana. “The $1 Billion milestone is an incredible achievement.”
Broadview Wealth Management offers access to a full suite of advisory services including retirement and investment planning, tax-efficient strategies and year-end tax loss harvesting, insurance solutions and legacy planning, charitable giving and estate planning, annuities, trusts, and long-term risk mitigation.
As part of Broadview Wealth Management’s longstanding commitment to members of the credit union, the team hosts events to help members reach financial independence, including monthly financial education sessions covering key financial topics from retirement readiness to wealth preservation.
For more information about Broadview Wealth Management, visit Broadview Wealth Management | Broadview Wealth Management
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