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We are Focused and Independent.

We are Focused and Independent.

We are focused and independent. We do things differently! We pride ourselves on our six-star service. A Private Wealth Management firm serving the needs of ultra-high net worth individuals and families. Our experience has taught us that significant wealth is often accompanied by a high degree of complexity. Our deep understanding of these complexities allows us to work with families to simplify and coordinate their overall wealth management. We work closely with our clients to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service.

Kirk Badii

Managing Partner

Maxwell Behnfield

Vice President

Tristan King

Senior Associate

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