Badii Group Private Wealth Management, an independent firm based in Southlake, Texas, has once again been recognized for its excellence. For the third year in a row, the firm has received the prestigious Best of Southlake Award in the Investment Service category. This annual award program, hosted by the Southlake Award Program, celebrates businesses that demonstrate exceptional customer service and dedication to their local community.
Badii Group, founded by Westlake resident Kirk Badii, specializes in managing the wealth of high-net-worth individuals and families. They are known for crafting personalized investment portfolios tailored to meet the specific needs of their accomplished clientele. The firm prioritizes building strong relationships with its clients, ensuring each one feels valued and receives highly customized services.
Badii Group sets itself apart from traditional financial institutions by operating without salespeople. Instead, they focus on providing a dedicated support system that emphasizes quality and top-notch service. This approach caters to clients who expect a six-star lifestyle and demand personalized attention. At Badii Group, clients are not just numbers or portfolios; they are the top priority.
The Southlake Award Program employs a rigorous selection process, prioritizing quality over quantity. They analyze a wide range of information sources, including internal data and third-party contributions, to identify the most deserving businesses in each category. Badii Group’s consistent recognition for three consecutive years is a testament to their unwavering commitment to excellence and their dedication to serving their clients with the utmost care.
