Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Kirk K. Badii
Job Title: Managing Partner
Organization: Badii Group Private Wealth Management
Profile URL: https://www.badiigroup.com/team/kirk-k-badii
Email: kirk@badiigroup.com
Phone: +1-310-846-8360
Address: 550 Reserve Street Suite 250, Southlake, TX 76092, USA
Social Profiles:
Description: Before starting his firm, Kirk was one of the fastest-growing financial advisors over his eight years at UBS Private Wealth Management and Credit Suisse Private Bank. During his tenure, Kirk was distinguished as one of the premier private wealth managers in the country through such accolades as the UBS President’s Club and Director’s Council, which represented some of the best advisors nationally at the firm. He was also the top-ranked Relationship Manager in his class at the prestigious Credit Suisse Private Bank. Today, Kirk has had the privilege of becoming the personal wealth manager to well-achieved clients such as Billionaires, Professional Sports Team Owners, well-known Fortune 100 CEOs, and Hedge Fund Founders & Managing Partners.
Specializations: Pre- and post-sale liquidity event management, Tailored lending, Wealth transfer strategies, Life transition planning for the sale of a business, Investment strategy, Wealth planning
Tristan A. King
Job Title: Senior Associate
Organization: Badii Group Private Wealth Management
Profile URL: https://www.badiigroup.com/team/tristan-a-king
Email: tristan@badiigroup.com
Phone: +1-310-846-8360
Address: 550 Reserve Street Suite 250, Southlake, TX 76092, USA
LinkedIn Profile: https://www.linkedin.com/in/tristan-king-a7189698/
Description: Tristan King began his career in the wealth management industry as a Financial Advisor at Morgan Stanley. After completing their three-year wealth management training program, he had a realization — although he loved working one-on-one with clients, he now understood that his true passion lies in working behind the scenes as part of a team.
Specializations: Model rebalancing, Performance reporting, Account maintenance, Coordinating with bank partners
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.