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Badii Group Private Wealth Management

5.0
  • Investment Service
  • Southlake, TX

About this business

FinanceFinancial ServicesInvestingInvestment Service

Life is full of milestones. And for those who have generated wealth on their own, are selling a business, or have undergone a life-changing liquidity event, those milestones can come with complications and concerns. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate your success and make it sustainable. At Badii Group Private Wealth Management , we approach your financial picture from a wide-angle lens while working to pursue your goals. Our extensive experience has... read more

Location details

550 Reserve Street, Suite 250, Southlake, TX, 76092, United States

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.044 reviews
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jpantaleojr's profile image
jpantaleojr 
2 months ago

I've had the pleasure to work with Kirk and his team now for over a year. He runs an extremely impressive practice, which is client centric and focused. Kirk certainly impressed me with his impressive track record of serving clients and their households. Kirk is one of the best out there! 

Jay's profile image
2 months ago

Kirk’s and his team at Badii Group Private Wealth Management are the best high-net-worth financial advisors that I have seen in a long time. I work with a lot of the top wealth advisors in Texas and his team is a pleasure to work with. They are very knowledgeable and always put their clients needs first. 

Shauna Jackson's profile image
Shauna Jackson 
4 months ago

Kirk and his team at Badii Group Private Wealth Management have done an amazing job with financial planning for my family. We couldn’t be happier with his level of service and the great performance we are receiving from him. 

Brock Niezgoda's profile image
Brock Niezgoda 
3 months ago

Kirk is a great partner and always available to me and my clients when they need a trusted advisor. I always appreciate his insights and advice and would recommend Kirk to any one in search of wealth management planning. 

Ittai Dvir's profile image
Ittai Dvir 
4 months ago

Kirk’s expertise working with ultra high net worth families is second to none. His knowledge is unmatched. I highly recommend Badii Group Private Wealth Management! 

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Frequently asked questions about Badii Group Private Wealth Management

How is Badii Group Private Wealth Management rated?

Badii Group Private Wealth Management has a 5 star rating with 44 reviews. 

When is Badii Group Private Wealth Management open?

Badii Group Private Wealth Management is closed now. It will open on Monday at 8:00 a.m.