Our Services

Badii Group Private Wealth Management, led by Managing Partner Kirk Badii, brings your planning, investments, lending, tax strategy, and legacy goals together in one coordinated relationship for families across the Dallas Fort Worth area.

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Southlake, TX 550 Reserve Street, Suite 250

Independent Independent wealth management firm serving Southlake and DFW

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

FINRA/SIPC Securities and advisory services through Independent Financial Group, LLC

One Coordinated Approach To Your Wealth

Many firms in the financial services industry keep a narrow focus. They address one problem at a time, which can make the relationship transactional and centered on products rather than a plan. Kirk Badii founded Badii Group Private Wealth Management to do things differently, building each engagement around goal-based planning that measures a portfolio's progress against the specific goals, situations, and outcomes that matter to you and your family.

This page is an overview of the wealth management services we provide from our Southlake office. It is part of the broader private wealth management practice at Badii Group, and each service below has its own dedicated page where you can go deeper.

Because no two families hold wealth the same way, Kirk Badii and his team coordinate across every part of the picture. That includes how investment asset types such as equities and fixed income are allocated, the entities they are held in such as trusts and LLCs, and how the plan connects to your estate and tax strategies. Where appropriate, we partner directly with your estate and tax advisors so the whole plan works as one.

Why Coordinated Wealth Management Matters

Wealth rarely comes with one question at a time. A business sale changes your tax picture, your tax picture shapes your investment allocation, and your allocation affects what you can pass on. Kirk Badii built this practice on the view that those decisions belong in one conversation, because when they are managed separately, opportunities get missed and avoidable risk creeps in.

Every Decision Touches Another

Investments, taxes, lending, estate structure, and liquidity are connected. A coordinated plan accounts for how a move in one area changes the others.

Life Events Reshape The Plan

A business sale, a divorce, an inheritance, or a new executive role each calls for a fresh look at the whole strategy, not a single product.

Wealth Spans Generations

A durable strategy considers not only today's portfolio but how assets transfer to children, grandchildren, and the causes your family cares about.

Markets Test Every Plan

Volatility and economic shifts are inevitable. A framework for risk assessment helps protect capital when conditions change.

Our Wealth Management Services

Every service below is delivered by Kirk Badii and the Badii Group team from our Southlake office, and each links to a dedicated page with more detail. Wherever you start, the work connects back to one coordinated plan.

Why Work With Us

Choosing a wealth management team is a decision about whom to trust with everything you have built. Our value comes from experience, transparency, and a standard of care that puts each family's interests first.

We are an independent Southlake firm led by Kirk Badii, so our recommendations are driven by your goals. On advisory accounts, we act as a fiduciary, in your best interest.

One Coordinated Relationship

Planning, investments, lending, tax strategy, and legacy goals handled together rather than in separate silos.
Experienced Leadership

Kirk Badii brings a private wealth background from two global firms to every client relationship.
Goal-Based Planning

Progress is measured against your goals and circumstances, not a generic benchmark or a product quota.
A Team That Collaborates

We work alongside your CPA, estate attorney, and other advisors so the whole plan stays aligned.

Kirk K. Badii

Managing Partner

Before founding the firm, Kirk spent eight years with UBS Private Wealth Management and Credit Suisse Private Bank. He focuses on pre- and post-sale liquidity event management, wealth transfer strategies, tailored lending, and investment strategy for accomplished families.

Tristan A. King

Senior Associate

Tristan began his career as a Financial Advisor at Morgan Stanley, where he completed the firm's three-year wealth management training program. He supports clients through model rebalancing, performance reporting, account maintenance, and coordination with bank partners.

Serving Families Across The Dallas Fort Worth Metroplex

Kirk Badii and the team are based at 550 Reserve Street, Suite 250 in Southlake, Texas, and meet with families in person and virtually throughout the region.

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

Badii Group Private Wealth Management
550 Reserve Street, Suite 250
Southlake, TX 76092

Call 310-846-8360 or find us on Google Maps.

Request A Consultation With Kirk Badii

If you want your investments, planning, taxes, and legacy working together as one strategy, we would welcome a conversation. Reach out and Kirk Badii's team will schedule a time that works for you.

Request A Consultation Prefer to talk now? Call 310-846-8360

Frequently Asked Questions

What Wealth Management Services Does Badii Group Offer?

Badii Group Private Wealth Management provides investment management, family office investment solutions, retirement planning, 401(k) rollovers, Roth IRA conversions, estate and succession planning, tax planning strategies, tailored lending, concentrated stock risk management, philanthropy and charitable giving, and financial second opinions. Kirk Badii and his team coordinate these services into one plan from the firm's Southlake, Texas office.

Who Is Kirk Badii?

Kirk K. Badii is the Managing Partner of Badii Group Private Wealth Management in Southlake, Texas. Before founding the firm, he spent eight years with UBS Private Wealth Management and Credit Suisse Private Bank. Today he focuses on liquidity event management, wealth transfer strategies, tailored lending, and investment strategy for accomplished families.

How Do We Begin Working With Badii Group?

The relationship starts with a conversation. Request a consultation through the form on this page or call the office at 310-846-8360. Kirk Badii's team will listen to your goals, review your current picture, and explain how a coordinated plan could work for your family before you make any commitment.

Who Does Badii Group Typically Serve?

The firm works with families and individuals whose finances have grown complex, including business owners preparing for a sale, executives with equity compensation, families coordinating wealth across generations, and people navigating transitions such as retirement, divorce, or sudden wealth. If you are unsure whether the firm is the right fit, a financial second opinion is a simple place to start.

Can Badii Group Work With My CPA And Estate Attorney?

Yes. Coordination is central to how the firm works. Where appropriate, Kirk Badii and his team partner directly with your estate and tax advisors when allocating investment asset types and the entities they are held in, so your investment, tax, and estate strategies stay aligned.

Where Is Badii Group Located And What Areas Do You Serve?

The office is at 550 Reserve Street, Suite 250 in Southlake, Texas. The team meets with clients in person and virtually across the Dallas Fort Worth Metroplex, including Westlake, Colleyville, Grapevine, Trophy Club, Keller, Dallas, and Fort Worth.