High Net Worth Financial Advisor In Southlake, TX

Badii Group Private Wealth Management helps affluent individuals, families, and business owners across the Dallas Fort Worth area coordinate investments, tax strategy, estate planning, and major liquidity events under one relationship.

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Independent Firm Advice is not tied to proprietary products

Fiduciary Care On Advisory Accounts Advisory recommendations made in your best interest

Rooted In Southlake, TX Serving families across the DFW Metroplex

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Private Wealth Management For High Net Worth Families In Southlake

Substantial wealth rarely arrives in a tidy package. It comes from a business you built, equity that vested over decades, a practice you sold, or a family legacy you now steward. Each source carries its own tax consequences, concentration risks, and planning decisions, and generic financial advice tends to stop exactly where those complications begin.

Badii Group Private Wealth Management works with high net worth individuals and families from our office on Reserve Street in Southlake, Texas. Before founding the firm, Managing Partner Kirk K. Badii advised clients at UBS Private Wealth Management and Credit Suisse Private Bank, and he brings that private banking discipline to families throughout the Dallas Fort Worth area. We coordinate investments, tax strategy, estate planning, lending, and business transitions as one integrated plan, and we keep the relationship personal enough that you always know who is answering the phone.

Why Significant Wealth Requires A Different Level Of Advice

Wealth managers and regulators draw a real line around substantial wealth. The financial industry generally treats investors with roughly $1 million or more in investable assets as high net worth, and the SEC's Form ADV glossary defines a high net worth individual by reference to its qualified client thresholds, currently at least $1.1 million managed by the adviser or a net worth above $2.2 million excluding a primary residence. Those figures are reviewed for inflation on a schedule set by federal law.

The reason the line exists is practical. Above it, the decisions change. Concentrated stock positions, executive compensation packages, entity structures, estate and gift tax exposure, and the sale of a business all create planning questions that a standard brokerage relationship was never designed to answer.

The cost of getting those questions wrong compounds quietly. A poorly timed liquidity event, an unhedged concentrated position, or an estate plan that never kept pace with your balance sheet can undo years of disciplined saving without a single bad investment.

That is why our work starts with coordination rather than products. We map your full picture, then align investment strategy, tax planning, estate structure, and lending decisions with the professionals who already serve you, including your CPA and estate attorney, so every part of the plan pulls in the same direction.

What Our High Net Worth Advisory Services Include

Every engagement is built on a comprehensive plan, then supported by the specific services your situation calls for.

Investment Strategy & Family Office Solutions: Portfolio construction, separate account management, and access to institutional-caliber investment resources, managed around your goals and risk tolerance rather than a model.
Tax Planning Strategies: Coordinated strategies to manage the tax consequences of investment income, equity compensation, business sales, and wealth transfer, developed alongside your CPA.
Estate Planning Strategy: Structuring how wealth moves to the next generation, from trust and gifting strategies to legacy design, in coordination with your estate attorney.
Business Succession Planning: Preparing your company and your personal balance sheet for a sale, a family transition, or an outside successor, with pre-sale and post-sale liquidity planning.
Concentrated Stock Management: Strategies to manage single-stock risk from founder shares, inherited positions, or long-held employer stock while accounting for taxes and restrictions.
Executive Compensation Planning: Making deliberate decisions around stock options, restricted shares, deferred compensation, and vesting schedules so compensation supports the broader plan.
Tailored Lending: Liquidity and credit strategies that put both sides of your balance sheet to work, from securities-based lines to financing for major purchases.
Philanthropy & Charitable Giving: Giving strategies, including donor-advised funds and charitable trusts, that reflect your values while supporting your tax and estate objectives.

Areas We Serve Across The Dallas Fort Worth Metroplex

Our office is at 550 Reserve Street, Suite 250 in Southlake, Texas, and we meet with clients in person and virtually throughout the region.

Southlake
Westlake
Colleyville
Grapevine
Trophy Club
Keller
Highland Park
University Park
Preston Hollow
Dallas
Fort Worth

Call 310-846-8362 or find us on Google Maps.

Why High Net Worth Families In Southlake Work With Us

Choosing an advisor is really about deciding whom to trust with your family's future. Our value comes from experience, transparency, and a standard of care that puts your interests first.

We are an independent Southlake, TX firm with a private banking pedigree, so you get personal relationships and institutional-grade resources in the same place.

Verify our registration and background anytime on FINRA's BrokerCheck.

Fiduciary Standard Of Care On Advisory Accounts

Our advisory recommendations are made in your best interest, with advice designed around your goals, not product sales.
Private Banking Experience

Our founder advised clients at UBS Private Wealth Management and Credit Suisse Private Bank before building an independent practice.
Rooted In Southlake, TX

We serve clients from our office on Reserve Street in Southlake and work with families across the Dallas Fort Worth area.
Comprehensive, Coordinated Advice

Investments, tax strategy, estate planning, and lending managed together, alongside your CPA and attorney, so every decision supports the whole plan.

Kirk K. Badii

Managing Partner

Kirk spent eight years at UBS Private Wealth Management and Credit Suisse Private Bank before founding the firm, and today serves as personal wealth manager to business owners, executives, and prominent families, with a focus on liquidity events, wealth transfer, and investment strategy.

Tristan A. King

Senior Associate

Tristan began his career as a Financial Advisor at Morgan Stanley, completing its three-year wealth management training program, and now supports client portfolios through model rebalancing, performance reporting, and coordination with bank partners.

Let's Build A Coordinated Plan For Your Wealth

If you want a clear, coordinated plan for substantial wealth, we would welcome a conversation. Share a few details and we will reach out to schedule a time that works for you.

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Prefer to talk now? Call 310-846-8362

Registered Representatives offering securities and advisory services through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Badii Group, LLC and IFG are unaffiliated entities. Submitting this form does not create an advisory relationship.

Frequently Asked Questions

What is considered a high net worth individual?

The financial industry generally considers someone with roughly $1 million or more in liquid, investable assets to be a high net worth individual. For regulatory reporting, the SEC's Form ADV glossary defines a high net worth individual by reference to its qualified client thresholds, currently at least $1.1 million in assets managed by the adviser or a net worth above $2.2 million excluding a primary residence. Wherever you fall on that spectrum, what matters most is whether your planning has kept pace with the complexity of your balance sheet.

What does a high net worth financial advisor do differently?

The work extends well beyond portfolio management. A high net worth advisor coordinates investment strategy with tax planning, estate structure, executive compensation, concentrated stock decisions, lending, and business succession, and works directly with your CPA, estate attorney, and other professionals so the pieces fit together. At Badii Group, that coordination is the core of the engagement, not an add-on.

Are you a fiduciary?

Advisory services are offered through Independent Financial Group, LLC, a Registered Investment Adviser, and recommendations made within that advisory relationship are held to a fiduciary standard and made in your best interest. We explain how we are compensated before you engage us, and you can review our registration and background anytime on FINRA's BrokerCheck.

Do you only work with clients in Southlake?

No. Our office is in Southlake, Texas, and many of our clients are in nearby communities such as Westlake, Colleyville, Grapevine, Trophy Club, and Keller, as well as Dallas and Fort Worth. We also serve families in other states and meet virtually whenever that is more convenient, subject to the states where we are registered.

What should I expect from a first meeting?

The first conversation is about understanding your situation, not selling a product. We will talk through your goals, your current advisors and accounts, any upcoming events such as a business sale or equity vesting, and the questions on your mind. Recent statements and any existing estate documents are helpful if you have them handy, but not required. From there we will tell you plainly whether and how we can add value.