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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
5.038 reviews
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DJ Fullmer's profile image
DJ Fullmer 
a month ago

Kirk Badii and his team at Badii Group Private Wealth Management help high-net-worth families make smart financial decisions and grow their wealth. From tax-efficient investing to personalized portfolio strategies, he takes a thoughtful, client-first approach. With Kirk, you get expert guidance and a clear path to long-term financial success. 

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Tony Straub 
a month ago

Kirk Badii is a go-to expert in wealth management, helping high-net-worth families build and protect their wealth through Badii Group Private Wealth Management. He specializes in tax-efficient investing, personalized portfolios, and long-term financial planning. With a client-first mindset, Kirk and his team make managing wealth simple, strategic, and stress-free. 

William Roy's profile image
William Roy 
2 months ago

Kirk Badii is an exceptional professional with a keen eye for detail, unwavering integrity, and a deep commitment to excellence. His expertise wealth management for high net worth families and in utilizing proceeds from the sale of real estate for 1031 Exchange funds, investment consulting, and strategic financial planning sets him apart as a trusted advisor. His firm, Badii Group Private Wealth Management, consistently delivers outstanding results with a client-first approach. 

Maddi Bereuter's profile image
Maddi Bereuter 
2 months ago

Kirk Badii is a leading wealth management expert, specializing in tailored financial strategies for high-net-worth families through Badii Group Private Wealth Management. His expertise includes tax-efficient investing, personalized portfolio management, and long-term wealth preservation. With a commitment to excellence, Kirk and his team provide strategic solutions to help clients achieve lasting financial success. 

payton adams's profile image
payton adams 
3 months ago

Kirk Badii is a trusted expert in investment consulting and financial strategy, known for his integrity and results-driven approach. His commitment to excellence and client-focused mindset make him a top choice for those seeking expert financial guidance. Highly recommended! 

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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 38 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.