
Private Wealth Management and Advanced Planning
for business owners who have experienced Strategic and Financial Life-Changing Exits
and their families who have experienced life-changing liquidity events or are planning for such opportunities.

Private Wealth Management and Advanced Planning
for business owners who have experienced Strategic and Financial Life-Changing Exits
Private Wealth Management for business owners who have experienced a Life-Changing Exit
privately held companies. We specifically focus on sudden wealth liquidity events.
and their families who have experienced life-changing liquidity events or are planning for such opportunities.
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Top Investment Recommendations
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
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!
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Safety of your Assets












Financial Strength
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Pershing
$1.8 trillion
Approximately $1.8 trillion in client assets
$2.0 billion
Net capital of over $2.0 billion – well above the minimum requirement
Segregation and Control of Assets
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