Badii Group Private Wealth Management
- Open ⋅ Closes 5 pm
- 8 am–5 pm
- Closed on Sunday, Saturday
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. We know our clients have gone above and beyond the standard to enjoy the financial success they have today. Whether it be entrepreneurs who have either sold their privately-held company or those who are currently operating a business, we acknowledge that our clients are accustomed to a six-star lifestyle. That is why six-star service is our standard.
Services
- Investment service
- Financial planner
Service Options
- Online appointments
- On-site services
- Language assistance
Accessibility
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
Business Hours
- Sunday
- Closed
- Monday
- 8 am–5 pm
- Tuesday
- 8 am–5 pm
- Wednesday
- 8 am–5 pm
- Thursday
- 8 am–5 pm
- Friday
- 8 am–5 pm
- Saturday
- Closed
Find Us on Google Maps
550 Reserve St Suite 250, Southlake, TX 76092, United States
Customer Reviews
Reviews
Kirk is absolutely awesome to work with! He’s professional, reliable, and always goes the extra mile. Highly recommend him!
Best wealth management in Southlake, especially for high earners. He's so easy to work with and really pays attention to your needs and what you want. If you're worried your investment mix isn't working hard enough, go here, you won't regret it.
Kirk is the best in the industry!
Met Kirk and he’s a great guy. Looking forward to working with him.
One of the most insightful companies to work with alongside an incredible team with results exceeding expectations consistently. Communication was also always a major competency of this firm’s dedicated team.
Kirk is a class act and gifted advisor. We deeply appreciate his guidance and expertise.
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.
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.
I highly recommend Badii Group for their outstanding financial planning services. Their team offers personalized, expert advice and makes complex wealth management feel simple and secure. Communication is top-notch, ensuring that Im always well-informed about my financial decisions. Great choice for anyone seeking reliable financial guidance.
Kirk is a great guy who will blow you away with his services!
Extremely professional group that truly cares about their clients. Would highly recommend.
You are the best.
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