Saturday, June 29, 2024

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Kirk Badi and his firm, Badi Group Private Wealth Management, have been honored by the Southlake Awards Program for the third year in a row, receiving the Best of Southlake Award for 2024 in the Investment Services category.

Each year, the Southlake Awards program honors businesses that excel in their local community and business category, promoting a positive image of small businesses through exceptional customer service and community engagement. These efforts make Southlake an outstanding place to live, work and play.

Among the distinguished recipients is Badi Group Private Wealth Management, an independent firm in Southlake, Texas, that specializes in managing the wealth of high-net-worth individuals and families. Founded by Westlake resident Kirk Badi, the firm is known for creating tailored investment portfolios for its savvy clients. As a premier private wealth manager, Badi Group provides highly customized services ensuring that each client feels valued and important.

Badi Group emphasizes building close relationships and formulating personalized financial plans for a diverse client base. The firm operates without salespeople, instead focusing on a dedicated support system that prioritizes quality and top-notch service, catering to customers used to a six-star lifestyle. With Badi Group, clients aren’t just numbers or portfolios—they’re the top priority.

The 2024 Southlake Awards Program prioritizes quality over quantity when selecting winners. The decision process involves analyzing a variety of information sources, including internal data and third-party contributions, to determine the most deserving businesses in each category.

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