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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
550 Reserve Street, Suite 250, Southlake, TX, 76092, United StatesGet directions
|Mon||8:00 a.m. to 5:00 p.m.|
|Tue||8:00 a.m. to 5:00 p.m.|
|Wed||8:00 a.m. to 5:00 p.m.|
|Thu||8:00 a.m. to 5:00 p.m.|
|Fri||8:00 a.m. to 5:00 p.m.|
The Badii group is A+. From my first impression to every meeting I have with the team, I am extremely impressed and know I made the right decision in trusting Kirk and his team. I am always well informed, kept up to date and have a confident understanding of my portfolio because of The Badii Group. I highly recommend The Badii Group and my only regret is that I didn’t partner with them sooner! Thanks Kirk and team!!
I would give him 10 stars if I could. We interviewed several wealth managers after selling our family business. Kirk and the team at Badii Group took the time to understand our goals (and fears) for our new found wealth. We can’t recommend him enough. Such a great team to work with.
I’m a portfolio manager that works with top advisor teams throughout the country. Kirk and his team are one of the most impressive, thoughtful and knowledgeable teams that I’ve come across. The focus on putting the client first comes through in all interactions. A truly great team.
Kirk has a sound book book of business and a growing team in Dallas who can help you with your private investment strategy. They can help tailor a growth plan to meet your life goals, while helping manage risk across a range of asset classes.
I’ve had the chance to work with Kirk on some great cases and his expertise and knowledge in financial planning for ultra-high net worth families is unmatched. One of the more intelligent people I have ever worked with.
Badii Group Private Wealth Management has a 5 star rating with 17 reviews.
Badii Group Private Wealth Management is closed now. It will open on Monday at 8:00 a.m.