Saturday, June 29, 2024

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Kirk Badi & Badi Group Private Wealth Management honored with 2024 Best of Southlake Awards

SOUTHLAKE, TX – Kirk Badi and his firm, Badi Group Private Wealth Management, have been recognized by the Southlake Awards Program as a 2024 Best of Southlake Award winner in the Investment Services category for the third year in a row.

The Southlake Awards program annually recognizes companies that demonstrate exceptional success in their local community and business sector. These businesses play a critical role in enhancing the positive image of small businesses through dedicated customer service and community engagement, contributing to Southlake’s reputation as a great place to live, work and enjoy life.

Founded by respected Westlake resident Kirk Badi, Badi Group Private Wealth Management specializes in managing the wealth of high-net-worth individuals and families. The firm is known for its personalized approach, creating tailored investment portfolios in close collaboration with skilled clients. As a leading private wealth manager in Southlake, Texas, Badi Group prides itself on providing highly customized services that prioritize client satisfaction and personal attention.

In Badi Group, relationships are more important than practices. The firm operates on a commitment to building intimate client connections and designing bespoke financial plans that cater to diverse needs. With a dedication to quality service and a focus on client well-being, Badi Group ensures that every client receives the utmost care, making them feel valued and prioritized.

The selection process for the 2024 Southlake Awards Program emphasizes quality and impact in the community, using internal assessments and a rigorous evaluation of third-party data to determine deserving recipients in each category.

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