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Beaird Harris Wealth Management

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Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions. As a nationally recognized advisor, Beaird Harris offers tax, accounting, business consulting, investment management, financial planning, family office and retirement plan services. Beaird Harris & Co., P.C. and Beaird Harris Wealth Management, Inc. are affiliates who operate in a collaborative team environment under the enterprise name of Beaird Harris. We believe that clients are best served when all facets of finance and taxes are viewed holistically. While clients are not required to use both firms, many value the simplicity of working with a single enterprise to integrate tax and wealth management for a fully coordinated solution. Beaird Harris & Co., P.C. is a Certified Public Accounting Firm. Beaird Harris Wealth Management, Inc. is a Registered Investment Advisor with the SEC.
Industry Role:
InvestorAllocator
Investor Type:
RIAWealthAdvisor
Investment Interests:
HedgeFund
PrivateEquity
Office Locations
# Location Address
1. Dallas, TX, US 12221 Merit Dr #750, Dallas, TX 75251, USA
Executives and Employees
# Contact Info Location
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