Listing Details

Description

At Badii Private Wealth Management, we have had the privilege of working with high-net-worth individuals and families. As a result, we have learned that significant wealth is often accompanied by a high degree of complexity. Our deep understanding of these complexities allow us to simplify and coordinate their wealth in a way that protects and preserves the success they have worked hard for. As an independent firm, we do things differently. We are not beholden to the goals and guidelines of a “sales” system. Instead, we focus on finding clients we can connect with. From there, we form intimate relationships that nurture equally intimate financial plans - plans based on the person, not a product.