Wealth Management Defined

Wealth Management Defined

Ask ten investors to define wealth management — or even ask ten “wealth managers” to do so. You will almost certainly get ten different answers, most of them heavily focused on investing. However, less than 7% of financial advisors use a true wealth management model. Clients of Badii Group benefit from a cutting‑edge team that has a clear and comprehensive vision of wealth management.

With a proven wealth management formula, we are able to address the top-five concerns most important to affluent families:

Investment Consulting

Wealth Enhancement

Wealth Transfer

Wealth Protection

Charitable Giving

As a result, we’re able to employ all aspects of your wealth to work jointly in meeting your personal and family goals.

WM

Wealth Management

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IC

Investment Consulting

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AP

Advanced Planning

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RM

Relationship Management

IC

Investment Consulting

Calling upon years of experience to create a highly specialized plan that coordinates your entire investment portfolio for wealth preservation.

AP

Advanced Planning

Managing the four primary financial concerns beyond investment consulting, including: wealth enhancement, wealth transfer, wealth protection and charitable giving.

RM

Relationship Management

Connecting two key components for true collaboration: First, our consultative process always puts your needs at the forefront. Second, we effectively manage your professional services team, including tax, legal and other advisors to ensure a coordinated approach to decision-making and long-term planning.

Using the wealth management formula, we provide comprehensive services that range from investment strategy, family, and philanthropic planning to concierge services and money management, and are woven together to build financial prosperity and peace of mind.

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