Beaird Harris Wealth Management, LLC, a Dallas-based, nationally recognized, fee-only registered investment advisor (“RIA”) with $1.4 billion in assets under management, is pleased to announce Tai Chu, CFP® has joined its team of Wealth Managers to serve the financial needs of a diverse group of clients, including high-net-worth individuals, families, businesses, and healthcare professionals.
DALLAS April 3, 2023 – Tai brings nearly 20 years of experience from Fidelity Investments, one of the largest financial services firms in the country. He began his career at the Westlake Regional Center, before moving to the Plano Investor Center. Most recently, he served as a Financial Consultant and Vice President where he partnered with high-net-worth families in building customized financial plans. In that role, he worked with over 350 families and advised on $900 million in assets. His areas of expertise include investment strategies, retirement income planning, tax efficiency, and estate planning.
Tai’s calling as a Financial Advisor came about during his early college years when he attended a meeting between his parents and their own Financial Advisor. As first-generation immigrants, they were still learning English so Tai simply attended as a translator. Seeing how the advisor was able to help Tai’s parents as if they were his own, left a life-long impression on him.
Pat Beaird, Co-Founder of Beaird Harris Wealth Management, commented, “Tai’s experience speaks directly to our own approach to tax and wealth management, which is to provide peace of mind – allowing our clients to focus on the things that matter most: living a happy, healthy and meaningful life. We believe Tai will be a great fit and we are super excited to have him onboard.”
Beaird Harris’ WealthGuideSM financial planning process will allow Tai to expand his service offering to include a comprehensive risk management and estate planning review. This, paired with the tax and accounting services of Beaird Harris’ affiliate public accounting firm, will allow for a more holistic client experience.
“We are thrilled to have Tai joining our team; he is an excellent Financial Advisor with an immense amount of experience,” said Chase Perry, Partner. “Tai brings a great deal of experience, integrity and loyalty. He will be a great addition to the firm!”
Tai received his Bachelor of Business Administration in Finance from the University of North Texas in 2003 and Master of Business Administration in Finance in 2007. He is a Certified Financial Planner (CFP®) professional with Series 7 and Series 66 licenses.
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, 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.
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 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 Beaird Harris Wealth Management by any of their clients.
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