- Our Team
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Meet the Team
At Beaird Harris, you gain the strength of an integrated team — tax, accounting, and wealth management professionals united in helping you achieve clarity, confidence, and lasting success. Together, we bring your financial picture into focus so you can move forward with purpose.
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Wealth Management ⟶ WealthGuide App
Your Whole Picture, in Your Pocket
The Beaird Harris WealthGuideSM app puts your portfolio, documents,
and planning action items in one secure place.
Wealth Management ⟶ WealthGuide App
Your Whole Picture, in Your Pocket
The Beaird Harris WealthGuideSM app puts your portfolio, documents,
and planning action items in one secure place.
Wealth Management ⟶ WealthGuide App
Your Whole Picture, in Your Pocket
The Beaird Harris WealthGuideSM app puts your portfolio, documents,
and planning action items in one secure place.
The WealthGuide App
One Place for Everything We Do Together
Clients get a secure dashboard on the web and on their phone, so you can see where things stand without waiting for a meeting or digging through email.
It is the same information your advisor sees, which means the conversations we have start from a shared view rather than a reconciliation.
What It Does
Built Around the Questions
You Actually Ask
Portfolio & Performance
See your holdings, allocation, balances, and historical returns in one view, updated daily.
Document Vault
Statements, tax documents, and planning deliverables stored securely and available year to year.
Your Action Items
The open items on your plan, so nothing sits waiting on a call you never have time to make.
Schedule With Your Advisor
Book time directly rather than trading emails to find a window.
Timely Insights
A feed of commentary and firm updates, so what we send you is in the same place as everything else.
Secure Access
Encrypted access on the web and on your phone.
See It in Action
A Quick Tour of WealthGuide
Watch how your portfolio, documents, and planning action items come together in one place.
Getting Access
Available to Wealth Management Clients
If you are already a client and have not set up access, we will get you in. If you are not yet a client, start with a conversation.
- Available on the web and on your phone
- Documents stay available year to year
- Client Services can set up access
- The same view your advisor sees
- No cost to wealth management clients
Log In or Download
The WealthGuide app is provided to clients of Beaird Harris Wealth Management, LLC. Information shown in the app is for informational purposes, may not reflect all holdings, and does not replace your official custodial statements.
- Ready to Connect?
