Why Texas Families Choose Us for Wealth Management
Wealth management done well is not about a single investment or product. It is about coordinating your investments, income, taxes, and estate so the choices you make today hold up over time. Our value comes from experience, transparency, and a standard of care that keeps your interests first.
We are an independent Southlake firm, so the relationship stays personal while the advice stays coordinated across every part of your plan. And because we do not sell proprietary products, our guidance is built around what fits your circumstances.
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One Coordinated Plan For Your Whole Picture
We look at how each decision affects your investments, retirement income, taxes, and estate together, rather than managing any one piece in isolation.
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A Standard Of Care In The Advisory Relationship
Our advisory recommendations are made in your best interest, built around your goals rather than product sales.
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Experience With Complex, High-Stakes Situations
From liquidity events to concentrated positions and wealth transfers, we have guided families through the moments where sound wealth management matters most.
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We Coordinate With Your Other Professionals
Badii Group does not provide tax or legal advice. We work alongside your CPA and attorney so your strategy stays aligned and compliant.
Kirk K. Badii
Before founding the firm, Kirk spent eight years with UBS Private Wealth Management and Credit Suisse Private Bank. He focuses on liquidity-event management, wealth transfer, and tax-aware investment strategy for accomplished families.
Tristan A. King
Tristan began his career as a Financial Advisor at Morgan Stanley. He supports clients through portfolio rebalancing, performance reporting, account maintenance, and coordination with banking partners.
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