Broker Check

Badii Group Private Wealth Management has been honored with the "2023 Best of Southlake Award"

November 13, 2023
Kirk Badii, CEO of Badii Group Private Wealth Management
Kirk Badii, CEO of Badii Group Private Wealth Management

Every year, the Southlake Award Program recognizes companies that have excelled in marketing within their local community and business category. These companies are known for their exceptional service to their customers and their contributions to the community. They help to enhance the positive image of small businesses and make the Southlake area a great place to live, work, and play.

Badii Group Private Wealth Management is an independent firm that specializes in managing the wealth of high-net-worth individuals and families. The founder, Kirk Badii, who is a resident of Westlake, has vast experience in working closely with accomplished clients to create tailored solutions that safeguard their assets and increase their investments. As a leading private wealth manager, Badii Group is committed to providing personalized services to its clients.

At Badii Group, there are no salespeople, only a support system. Their approach is unique and revolves around building connections with their clients. They focus on developing intimate relationships that help them create personalized financial plans based on the individual and not just products. Badii Group caters to a diverse clientele, from entrepreneurs who have sold their privately-held companies to professional sports team owners, well-known Fortune 100 CEOs, and business owners. They understand that their clients are used to a six-star lifestyle, and they aim to provide the same level of service. Quality is more important than quantity, prioritizing their clients over anything else. So, when you work with Badii Group, you are not just another number or a portfolio but their top priority.

Various sources of information were gathered and analyzed to choose the winners in each category. The 2023 Southlake Award Program focuses on quality, not quantity. Winners are determined based on the information gathered both internally by the Southlake Award Program and data provided by third parties.

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