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Private Wealth Management and Advanced Planning
for business owners who have experienced Strategic and Financial Life-Changing Exits

Badii Group Private Wealth Management is an independent wealth management firm, working with business owners, entrepreneurs
and their families who have experienced life-changing liquidity events or are planning for such opportunities.

Top Investment Recommendations

Bigger doesn’t mean better. Badii Group Private Wealth Management is a boutique wealth management firm that works diligently to provide the maximum value to each and every client.
Badii Group serves an exclusive group of clients in a thoughtful way. We tailor our services to your individual needs. We are Independent, we’re not beholden to the sales goals and guidelines like some other firms. Because of our size, you’ll receive service that’s personal but still backed with years of experience.

We believe our service platform represents the best of both worlds, one where our deep experience gleaned from working with some of the industry’s largest financial institutions is delivered in a boutique, high-touch environment.

Extensive Experience

Badii Group Private Wealth Management is an exclusive multi-family office investment firm helping you with all your wealth management needs. Our client base includes business owners, high net worth, and ultra-high net worth individuals. We specialize in asset allocation and offer our clients a full range of wealth management services.
Kirk Badii founded Badii Group Private Wealth Management to work exclusively with clients who value getting a personal experience from their wealth managers. We both have years of experience working with some of the most esteemed financial institutions, but we think that the quality of service we give our clients is more important than our quantity of our clients. That’s why we always prioritize individualized six-star service!

Safety of your Assets

We remain committed to the safekeeping, servicing, segregation and reporting of our clients assets. For this reason we have chosen to custody our clients’ assets with Pershing. Pershing has been a leading global provider of financial business solutions for almost 80 years and serves many of the world’s most respected financial organizations.

Financial Strength

Pershing’s core financial strength provides the first measure of protection for our client assets. While strength does not protect against loss due to market fluctuations, our internal controls and regulatory oversight help maintain our stability and focus.

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Segregation and Control of Assets

Pershing protects client assets through rigorous internal control measures. An annual audit by a major independent audit firm and audit team at their parent company, BNY Mellon, helps to monitor controls that are in place. Clients assets are segregated from others and not-commingled.

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