Maxwell T. Behnfield | Vice President
MAX BEHNFIELD grew up working in the wealth management business. His father is a successful wealth manager in Colorado, and Max apprenticed under him for several years.
Max began his own financial career working in numerous roles at Janus Capital Group in Denver. Following a successful career at Janus, Max went back into wealth management working with families and business owners at Northern Trust and UBS in Orange County California. Max is part of the original team that left UBS and founded the ultra-high net worth boutique, Badii Group Private Wealth Management.
Max is focused on providing sophisticated and unique wealth management services for the ultra-high net worth families that he works with. Most of his clients are business owners, entrepreneurs and executives. He is also the personal wealth manager to professional athletes and divorcees. Max utilizes his experience in pursuing complex client goals through financial analysis, asset allocation, and tax minimization strategies. Max prides himself in always being available to clients and going above and beyond to deliver solutions that other firms struggle to provide.
Areas Of Expertise
- Asset allocation and portfolio management
- Sudden wealth – lottery winnings, divorce settlements, major sports contracts
- Navigating the financial challenges of divorce
- Pre- and post-sale liquidity event management – business sale, IPO, and dividend recapitalization
- Longevity planning – post business sale retirement income
- Life transition planning for sale of a business
- Investment strategy and risk management advising
- Specialized lending – both secured and unsecured
- Wealth transfer strategies – inheritance and business succession planning
- Wealth planning and preservation – estate planning, tax planning, philanthropy
Education + Experience
- University of Colorado at Boulder – BA
- FINRA Registered – Series 6, Series 7, Series 63, & Series 65 securities licensed
- Janus Capital Group, Northern Trust, UBS Financial
Max was born and raised in Colorado and now resides in Coastal Orange County with his two daughters Edie and Daphne. He enjoys spending time with his girls, playing tennis and skiing in his free time.
Registered States – AZ, CA, CO, FL, NV, NJ, NY, OH, TX