IMPORTANT DISCLOSURES Client Portal

WEB SITE ACKNOWLEDGEMENT

Beaird Harris Wealth Management, Inc.
WEB SITE ACCESS ACKNOWLEDGMENT

As a client of Beaird Harris Wealth Management, Inc. ("BHWM"), by selecting the "I Agree" button, I elect to participate in the password-protected access portion of BHWM Internet web site. I understand that my participation will allow me to review certain investment-related information published by BHWM and unaffiliated third parties. This password-protected access is made available to clients of BHWM free of charge. This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold BHWM harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

BEAIRD HARRIS & CO., P.C.

Beaird Harris Wealth Management, Inc.

Beaird Harris Specialized Services

Our integrated wealth management services are designed to maximize your wealth while providing you with simplicity and peace of mind.

We provide retirement plan services to corporate defined benefit and defined contribution plans including profit sharing, 401(k) and ESOP plans.

Beaird Harris Wealth Management is an independent fee-only wealth management firm providing financial planning and integrated wealth management solutions. 

Everyone has hopes and dreams for their future and everyone has a financial plan, whether they have consciously chosen one or not. The outcomes of these financial plans will be realized over the course of our lives and beyond to future generations. With that kind of time frame, the results of your plan, or the consequences of a failure to plan, may not be evident until it's too late to make the changes required to achieve your desired future.

Our WealthGuide Process™ can be started at any time, whether you are just starting out in your career, in the midst of the growing family years, approaching retirement, addressing your legacy, or preparing for a major life change. Our WealthGuide Process™ provides the tools to describe your hopes and dreams in ways that are measurable and actionable today, leading to an experience of true personal wealth at every stage of life.

Our clients are people just like you. They come to us through referrals of friends, family, co-workers and professional relationships. They come to us for assistance in determining the mix of assets best suited to their investment objectives, risk tolerance, and goals. They come to us because they trust us to put tax considerations at the very center of the investment process. They come to us because they know our mission is unwavering “to deliver the highest-quality integrative wealth management services as fiduciaries, and in a consultative manner.” But mostly, they come to us for peace of mind.