Dallas, TX, January 1, 2025 – Beaird Harris Wealth Management, LLC (“Beaird Harris”), a nationally recognized, fee-only Registered Investment Adviser (“RIA”) with nearly $2 billion in assets under management, is pleased to announce that Tai Chu, CFP®, has joined the firm’s team of Partners, effective December 31, 2024.
“We are thrilled to welcome Tai to the Partner Team,” said Pat Beaird, CPA, PFS, Co-Founder and Managing Partner of Beaird Harris. “His addition represents our commitment to remaining independent and continuing to build a foundation for serving clients for generations to come. Tai embodies Beaird Harris’ values through his dedication to excellence, integrity, and client-centered service.”
Tai’s journey to becoming a financial advisor is both personal and inspiring. As a first-generation immigrant, Tai discovered his passion for financial planning in college when attending a meeting between his parents and their financial advisor. Acting as a translator for his parents, Tai was moved by how the advisor treated his family with genuine care and respect—a moment that left a lasting impression and sparked Tai’s commitment to helping others navigate their financial journeys. Today, Tai brings that same level of care to our clients, treating them as if they were members of his own family.
Tai joined Beaird Harris in April 2023, bringing nearly two decades of experience from one of the largest financial services firms in the country, Fidelity Investments. A Certified Financial Planner™ professional, Tai holds a Bachelor of Business Administration and a Master of Business Administration in Finance from the University of North Texas.
Tai’s expertise spans investment management, financial planning, risk management, and estate planning. “Tai’s exceptional ability to simplify complex financial concepts and his personal approach to client relationships make him an invaluable addition to our Partner Team,” said Steve Lugar, CFP®, Managing Director of Beaird Harris. “His experience and thoughtful guidance allow him to serve as a trusted advisor, helping clients build financial confidence and clarity.”
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, risk management and estate planning 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 Tai Chu 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 Tai Chu 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.
Court Reinstates BIO Reporting Requirements Beneficial ownership reporting requirements are back in effect, with a new deadline of March 21, 2025 for most companies. As…
In 2025, most employees can put up to $23,500 into their 401k and similar retirement plans. People 50 years or older (as of December 31st,…
You’re Eligible for Medicare this Year Medicare eligibility begins at age 65, and you can sign up for coverage beginning three months prior to your…
Schedule a complimentary call today. We’ll help you get started and learn more about Beaird Harris.
