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      Badii Group Private Wealth Management

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      Financial Planning Consultants, Banks

      550 Reserve St Ste 250, Southlake, TX 76092

      310-846-8362

      CLOSED NOW: 
      Today: 8:00 am - 5:00 pm
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      DETAILS
      General Info
      At Badii Private Wealth Management, we have had the privilege of working with high-net-worth individuals and families. As a result, we have learned that significant wealth is often accompanied by a high degree of complexity. Our deep understanding of these complexities allow us to simplify and coordinate their wealth in a way that protects and preserves the success they have worked hard for. As an independent firm, we do things differently. We are not beholden to the goals and guidelines of a â??salesâ?? system. Instead, we focus on finding clients we can connect with. From there, we form intimate relationships that nurture equally intimate financial plans - plans based on the person, not a product.
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      Financial Planning Consultants, Banks
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