Westlake resident Kirk Badii has built his career—and his life—with intention. As the founder of Badii Group Private Wealth Management, he has become a trusted guide for founders, entrepreneurs, executives, and families facing some of the most pivotal financial moments of their lives. His approach is holistic, deeply personal, and rooted in a philosophy that financial success should feel less like navigating a maze and more like crafting a clear, purposeful masterpiece.

 

Kirk’s path to becoming one of North Texas’s most respected wealth managers began in Los Angeles, where he quickly ascended the ranks at Credit Suisse Private Bank and UBS Private Wealth Management. At Credit Suisse, he was named the leading Relationship Manager in his class, and at UBS, he consistently earned top honors—including top distinctions in the UBS President’s Club and Director’s Council.

 

After nearly a decade at UBS, Kirk felt called to build something different—something independent, client-centered, and free from the constraints of traditional, institutionally driven sales goals. Eight years ago, he founded Badii Group Private Wealth Management, a decision that transformed both his professional trajectory and the lives of the clients he serves.

 

Today, Badii Group has become a trusted partner for individuals navigating the most important financial decisions of their lives, from business sales and inheritance to significant divorce settlements, high-profile sports contracts, and sudden liquidity events. The firm delivers white glove service for ultra high net worth individuals and families who expect precision, discretion, and a planning process tailored to the full complexity of their financial lives. The client roster includes C-suite executives at leading Fortune 100 companies seeking cohesive, long-term planning; founders and entrepreneurs managing major liquidity events; families focused on multi-generational strategy; and individuals working through complex wealth transitions.

 

"The most rewarding part of my work is the chance to engage with some of the most thoughtful and inspiring individuals," Kirk reflects, a sentiment echoed by his clients. Alex, a longtime client and C-suite executive at a Fortune 50 company, shared, "Kirk is a trusted confidante to turn to for honest, thoughtful, and straightforward advice. I couldn’t think of a better person to help me achieve every milestone, and he has far exceeded my original goals."

 

Clients rely on Badii Group for intentional portfolio management, including growth-oriented investment strategies, guaranteed lifetime income planning, capital and wealth preservation, estate planning and legacy design, and advanced gifting strategies. As an independent firm, Badii Group prioritizes clarity and customization above all else, tailoring each strategy to a client’s distinct ambitions and risk profile.

 

This commitment to excellence hasn’t gone unnoticed. Badii Group has received the Best of Southlake Award for Best Investment Manager for three consecutive years—2022, 2023, and 2024—and was recently recognized as a finalist for the InvestmentNews 2025 Wealth Manager of the Year for the Southwest Region. These accolades reflect not only professional achievement but the trust the firm has earned within the community.

 

Family and community have always been a meaningful part of Kirk’s life. He and his wife, Heather, now call Westlake home, spending the school year there with their children, Hudson and Harper. When winter break and summer arrive, the family escapes to their home in Park City, Utah, where their days unfold against mountain views and cooler air.

 

Their move from Orange County to Texas about four years ago marked a turning point for the family. Since settling into Westlake, they’ve continued to invest deeply in the place they now proudly call home. Whether supporting local fundraisers, cheering on the Carroll Dragons sports, or spending time with neighbors, the Badii family is grateful to be part of the greater Westlake and Southlake communities.

 

As Badii Group steps into 2026, Kirk and his team remain focused on what has always mattered most: offering clear guidance, protecting client wealth, and supporting major financial decisions. In both his work and his life, Kirk continues to prove that when every decision is rooted in intention, the result can be a masterpiece.