Beaird Harris Wealth Management, Inc.
After years of hearing their clients express the need for high quality, unbiased investment advice our founding partners Pat Beaird and Don Harris formed Beaird Harris Wealth Management, Inc.
Beaird Harris Wealth Management, Inc. is an independent, fee-only wealth management firm providing financial planning and integrated wealth management solutions to financially established individuals, trust funds, retirement plans and non-profit organizations; with a particular emphasis in the medical, dental and healthcare industries.
As a fee-only advisor, Beaird Harris Wealth Management, Inc. does not receive benefits from brokerage services, commissions or finder’s fees. This independence allows Beaird Harris Wealth Management, Inc. to remain impartial and deliver objective fiduciary advice. In 2008, Beaird Harris Wealth Management, Inc. became one of the first wealth managers in the country to obtain Fiduciary Certification from the Center for Fiduciary Excellence (CEFEX) for adhering to the industry’s highest fiduciary standards.
Through the use of their proprietary WealthGuide™ Planner and Planning Process, Beaird Harris Wealth Management, Inc. assist clients in determining the mix of financial assets best suited to their investment objectives, risk tolerance and financial goals. Each client account is tailored to the individual client’s needs, yet all clients share the goal of maximizing after-tax return at a controlled level of risk. Broad global diversification, based on sound asset allocation principles, is one of the most effective means to this end.
In addition to Beaird Harris Wealth Management, Inc.’s fee-only structure, having a full staff of Certified Public Accountants puts them in the enviable position of being able to fully consider the tax ramifications of every investment decision, be it stock option analysis or sophisticated philanthropic planning. As a result, estate and tax planning don’t become an after-thought to the financial planning process; they become an integral part of it.
While it isn't necessary for our tax clients to retain Beaird Harris Wealth Management, Inc. for their investment or financial planning needs, many clients take advantage of the services provided by both companies. Among the many benefits of doing so is an investment strategy that maximizes after-tax returns by incorporating tax solutions into a portfolio.
As a Registered Investment Advisor with the S.E.C., Beaird Harris Wealth Management, Inc. is a privately held company representing nearly $300,000,000 in assets under management.
To learn more about Beaird Harris Wealth Management, Inc. please visit www.bhcocapital.com.