Badii Group Private Wealth Management

Photo of Badii Group Private Wealth Management

Located in Houston, Texas

Address: 550 Reserve St Suite 250, Southlake, TX 76092, United States

Phone: +1 310-846-8362

Rating: 5

Services

  • Online appointments
  • On-site services
  • Language assistance
  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Appointment required

Categories

  • Investment service
  • Financial planner

Photos

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Comments

  • Review 1 (2025-02-28 - Rating: 5)

    Kirk Badii is an exceptional professional with a keen eye for detail, unwavering integrity, and a deep commitment to excellence. His expertise wealth management for high net worth families and in utilizing proceeds from the sale of real estate for 1031 Exchange funds, investment consulting, and strategic financial planning sets him apart as a trusted advisor. His firm, Badii Group Private Wealth Management, consistently delivers outstanding results with a client-first approach.

  • Review 2 (2025-02-18 - Rating: 5)

    Kirk Badii is a trusted expert in investment consulting and financial strategy, known for his integrity and results-driven approach. His commitment to excellence and client-focused mindset make him a top choice for those seeking expert financial guidance. Highly recommended!

  • Review 3 (2025-02-18 - Rating: 5)

    Kirk Badii is a top-tier investment consultant and financial strategist, known for his integrity, precision, and client-focused approach. His expertise in wealth management and strategic planning helps clients achieve long-term financial success. Highly recommended for anyone seeking a knowledgeable and trusted financial advisor!

  • Review 4 (2025-02-28 - Rating: 5)

    Kirk Badii is a leading expert in private wealth management, specializing in tailored financial strategies for high-net-worth families. Some of his unique approaches include 1031 Exchange DST Funds held directly in investment brokerage accounts, strategic tax-efficient investing, and customized portfolio management. Through Badii Group Private Wealth Management, he delivers exceptional results with a client-first approach.

  • Review 5 (2025-02-03 - Rating: 5)

    ⭐⭐⭐⭐⭐Kirk Badii is a highly skilled professional with expertise in investment consulting and financial strategy. His integrity, attention to detail, and client-first approach set him apart as a trusted advisor. Kirk’s dedication to excellence and results-driven mindset make him highly recommended.

  • Review 6 (2024-10-11 - Rating: 5)

    Kirk is absolutely awesome to work with! He’s professional, reliable, and always goes the extra mile. Highly recommend him!

  • Review 7 (2024-10-10 - Rating: 5)

    Best wealth management in Southlake, especially for high earners. Hes so easy to work with and really pays attention to your needs and what you want.If youre worried your investment mix isnt working hard enough, go here, you wont regret it.

  • Review 8 (2024-06-11 - Rating: 5)

    Kirk’s and his team at Badii Group Private Wealth Management are the best high-net-worth financial advisors that I have seen in a long time. I work with a lot of the top wealth advisors in Texas and his team is a pleasure to work with. They are very knowledgeable and always put their clients needs first.

  • Review 9 (2024-06-01 - Rating: 5)

    Kirk is a great partner and always available to me and my clients when they need a trusted advisor. I always appreciate his insights and advice and would recommend Kirk to any one in search of wealth management planning.

  • Review 10 (2024-05-03 - Rating: 5)

    Kirk and his team at Badii Group Private Wealth Management have done an amazing job with financial planning for my family. We couldn’t be happier with his level of service and the great performance we are receiving from him.

  • Review 11 (2024-05-03 - Rating: 5)

    Kirk is one of the nicest advisors I have worked with! He listens to his clients needs and collectively come up with customized solutions to help them achieve their financial goals.

  • Review 12 (2023-12-07 - Rating: 5)

    Kirk and his team at Badii Group Private Wealth Management are extremely knowledgeable at customizing wealth management plans, optimizing client outcomes and achieving financial goals, while offering the highest level of customer service. Kirk and his trusted team are responsive, thoughtful and diligently client-focused, leading to strong and long-lasting client relationships.

  • Review 13 (2023-11-16 - Rating: 5)

    I would give him 10 stars if I could. We interviewed several wealth managers after selling our family business. Kirk and the team at Badii Group took the time to understand our goals (and fears) for our new found wealth. We can’t recommend him enough. Such a great team to work with.

  • Review 14 (2024-05-02 - Rating: 5)

    Kirk’s expertise working with ultra high net worth families is second to none. His knowledge is unmatched. I highly recommend Badii Group Private Wealth Management!

  • Review 15 (2024-08-13 - Rating: 5)

    Kirk is a class act and gifted advisor. We deeply appreciate his guidance and expertise.

  • Review 16 (2024-04-16 - Rating: 5)

    I highly recommend Badii Group for their outstanding financial planning services. Their team offers personalized, expert advice and makes complex wealth management feel simple and secure. Communication is top-notch, ensuring that Im always well-informed about my financial decisions. Great choice for anyone seeking reliable financial guidance.

  • Review 17 (2023-12-04 - Rating: 5)

    Kirk Badii is the most thoughtful and caring private wealth manager I have ever met. Whenever I have a client who liquidates an enormous significant asset, I always refer them to Kirk for his guidance in managing their investment proceeds.

  • Review 18 (2024-05-03 - Rating: 5)

    Kirk is great advisor to work with and does great things for his clients. If you’re looking for a trustworthy advisor, he is your guy!

  • Review 19 (2024-08-10 - Rating: 5)

    One of the most insightful companies to work with alongside an incredible team with results exceeding expectations consistently. Communication was also always a major competency of this firm’s dedicated team.

  • Review 20 (2024-01-03 - Rating: 5)

    Have worked with Kirk for over 6 months now. He truly cares about what he does for his clients. Kirk has a wealth of knowledge and is willing to help guide you down the right path.

  • Review 21 (2023-11-29 - Rating: 5)

    Kirk is a trusted confidante to turn to for honest, thoughtful and straightforward advice. Couldn’t think of a better person / group to help achieve every milestone and far exceed my original goals.

  • Review 22 (2023-11-22 - Rating: 5)

    Kirk has a sound book book of business and a growing team in Dallas who can help you with your private investment strategy. They can help tailor a growth plan to meet your life goals, while helping manage risk across a range of asset classes.

  • Review 23 (2024-01-11 - Rating: 5)

    Ive worked with Kirk for several months and have been impressed by his professionalism, strategy, and commitment to his clients. I appreciate his expertise and logical mind.

  • Review 24 (2024-05-03 - Rating: 5)

    Kirk’s team is the best I’ve met in decades. High-quality honest and wonderful.

  • Review 25 (2024-08-10 - Rating: 5)

    Met Kirk and he’s a great guy. Looking forward to working with him.

  • Review 26 (2024-05-03 - Rating: 5)

    Kirk and his team are a pleasure to work with! Always extremely friendly and knowledgeable.

  • Review 27 (2024-05-02 - Rating: 5)

    Kirk is a great guy who will blow you away with his services!

  • Review 28 (2024-02-06 - Rating: 5)

    Kirk is the best. Very smart, great advice and acts in the clients best interest.

  • Review 29 (2023-11-08 - Rating: 5)

    Kirk goes beyond the numbers to ensure my lifestyle and legacy are preserved in all market conditions.

  • Review 30 (2024-05-03 - Rating: 5)

    Kirk- as always it’s a pleasure to see you. Thanks for your friendship.

  • Review 31 (2023-11-06 - Rating: 5)

    Appreciate the approach, and the portfolio management expertise that Kirk provides.

  • Review 32 (2023-11-07 - Rating: 5)

    One of the nicest guys to work with. Super knowledgeable and professional. Wonderful team that I highly recommend!!

  • Review 33 (2024-05-02 - Rating: 5)

    Extremely professional group that truly cares about their clients. Would highly recommend.

  • Review 34 (2024-08-10 - Rating: 5)

    Kirk is the best in the industry!

  • Review 35 (2023-11-07 - Rating: 5)

    Top high net worth financial advisor with an amazing service model

  • Review 36 (2023-11-15 - Rating: 5)

    Best Wealth manager to help solve problems and look into the future for my family.

  • Review 37 (2023-11-11 - Rating: 5)

    Love the best wealth management company in the business.

  • Review 38 (2023-11-06 - Rating: 5)

    Best money manager and advisor in the Dallas area

  • Review 39 (2023-11-08 - Rating: 5)

    Best in the business. Phenomenal wealth manager.

  • Review 40 (2023-11-06 - Rating: 5)

    Best wealth manager in Dallas!

  • Review 41 (2023-11-11 - Rating: 5)

    Best wealth manager ever!

  • Review 42 (2024-05-02 - Rating: 5)

    You are the best.

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