Building Financial Security Together™

Beaird Harris Wealth Management, Inc. is an independent fee-only wealth management firm providing integrative financial planning and investment advisory services.  We provide objective advice and serve our clients in a fiduciary capacity.

ANNOUNCEMENT

Celebrating nearly 15 years as an independent fee-only financial planning and investment advisory firm, we are pleased to announce the name of our Firm has changed to Beaird Harris Wealth Management, Inc.

The change from BHCO Capital Management to Beaird Harris Wealth Management reflects the substantial evolution and organic growth of our Firm and more clearly positions Beaird Harris Wealth Management as an integrated wealth management firm. We believe the Beaird Harris name is more reflective of our brand and also more symbiotic with our CPA Firm.

Since our inception in 1996, our services have expanded dramatically into what we now refer to as Integrated Wealth Management (IWM). IWM emphasizes the importance of addressing both personal and financial needs and is holistic by nature, encompassing financial planning, asset management, wealth preservation, tax and estate planning, and charitable giving.

There has been no change in management and we will continue to serve you with the same devotion and quality you have come to expect.

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Our clients include high net worth individuals, healthcare professionals, corporations, retirement plans, trusts and private foundations.

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

Beaird Harris Wealth Management, Inc. is dedicated to helping clients maximize their assets, reduce their financial stress and realize their personal and financial goals. 

Our clients are not speculative, high-risk investors and all are concerned with the prudent management of their resources.  Our independence and fee-only advice is designed to provide our clients with the confidence and peace of mind that is not easily found in today’s investment climate.

At Beaird Harris, our WealthGuide Process™ considers the client's entire financial situation, including investment assets, estate plan, retirement plans and personal life goals, and integrates them into a coordinated effort. 

The impact of federal income taxes is one of the most pressing concerns of our clients.  Our relationship with Beaird Harris & Co., P.C., our Certified Public Accounting affiliate, greatly enhances our ability to understand and reduce the amount of income taxes that our clients pay.