Beaird Harris Wealth Management, LLC (“Beaird Harris”), a nationally recognized, fee-only Registered Investment Adviser (“RIA”) with nearly $1.3 billion in assets under management, welcomed Chase Perry, CFP® to the firm’s team of partners, effective August 1, 2021. “We are excited to share the news of the firm’s expanded partner group,” said Pat Beaird, CPA, PFS, Co-Founder and Managing Partner of Beaird Harris. “The additional ownership continues to position the Firm to remain independent and to carry on our services for many generations to come. Chase exemplifies a passion for excellence and an unyielding commitment to quality, integrity and living our values.”
Chase is a Wealth Manager and has been involved in the financial services industry since 2010 and with Beaird Harris since early 2020. “His collaborative nature and deep understanding of complex financial planning issues allows him to navigate client’s financial situations and speak to them about investments, financial planning, insurance, and estate planning in ways they can understand,” said Steve Lugar, CFP®, Managing Director of Beaird Harris. Chase works with high-net-worth and high-income individuals and families, businesses, and healthcare professionals.
A native Dallasite, Chase enjoys engaging with clients through his strong network of relationships, and takes pride in helping them define their goals and ensuring they have a sound financial plan. His areas of expertise include tax efficiency, risk management, asset protection, and charitable, trust and estate planning. He routinely meets with clients, advisors, and a myriad of professionals to help coordinate and implement effective planning strategies. His objective is to properly educate his clients so that they feel confident in their financial decisions, many of which can have a life-long impact.
Prior to joining Beaird Harris, Chase spent more than a decade with Fidelity Investments, one of the largest financial service firms in the country. He began his career at Fidelity’s Westlake Regional Campus before moving to the Plano Investor Center and held roles with progressive responsibility ultimately leading to his position as Vice President and Financial Consultant.
Chase is a Certified Financial Planner™ professional and licensed Investment Advisory Representative. He graduated from Texas Christian University in 2007 where he was a four-year letterman in baseball, three-time All-Academic Team Award and four-time Conference Championship Award Winner.
About Beaird Harris
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. Beaird Harris offers tax, accounting, business consulting, business advisory, investment management, financial planning, family office, and retirement plan services.
Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC 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, PLLC is a Certified Public Accounting Firm.
Beaird Harris Wealth Management, LLC is a Registered Investment Advisor with the SEC.
DISCLOSURE: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Chase Perry and/or Beaird Harris Wealth Management, LLC is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of Chase Perry and/or Beaird Harris Wealth Management by any of their clients.
ANY QUESTIONS: Beaird Harris’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.bh-co.com.
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