Beaird Harris is excited and honored to have been recognized in the November issue of D Magazine as one of the “Top Wealth Managers in Dallas.”
D Magazine comments, “Each year, we partner with every wealth management firm and team in the Dallas-Fort Worth chapter of the Financial Planning Association, Chartered Financial Analyst Institute, and the Investments and Wealth Institute to better understand their business. A panel of esteemed local wealth managers go over the final list and help us pick the best in town.” If you are interested in learning more about Beaird Harris and if we could be a good fit for your wealth management needs, feel free to schedule a complimentary introductory call. We’d love to hear from you!
In today’s challenging investment environment, the experience and credibility of your wealth manager has never been more important. At Beaird Harris, we are proud of our accomplishments and national recognition. However, we never forget that the true measure of our continued success is the peace of mind our clients enjoy as we help enhance the quality of their lives and fulfill their personal and financial goals.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Beaird Harris Wealth Management is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Beaird Harris Wealth Management by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. A copy of Beaird Harris Wealth Management’s current written disclosure statement discussing advisory services and fees is available here.
Top Wealth Managers Research Methodology:
D Magazine asked every wealth management firm and team in the Dallas-Fort Worth chapter of the Financial Planning Association, Chartered Financial Analyst Institute and the Investment and Wealth Institute to tell us about their practices. The final list was selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $100 million; average assets under management per client of at least $1 million; a 95 percent client-retention rate over the last two years; and no current disciplinary actions. Additionally, all firms (or teams, should the team apply as an entity separate from its parent company) must have been in existence for at least five years as of the application deadline (June 6, 2022). They must also hold themselves out as fiduciaries for their clients and provide them with a written disclosure. A panel of esteemed local wealth managers reviewed the final list. All numbers are current as of the application deadline. Out of the 54 that applied, 40 firms and teams were selected.
Beaird Harris has been recognized as a “Top Wealth Manager in Dallas” by D Magazine in 2015, 2017, 2018, 2019, 2021 and 2022.
The possibility of capital gains tax should be understood before selling your residence. Tax surprises here could be costly!
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