Email Disclosures & Limitations

Beaird Harris Wealth Management, LLC

Privileged and Confidential: The information contained in this e-mail message is intended only for the personal and confidential use of the recipient(s) named above.  If the reader of this message is not the intended recipient or an agent responsible for delivering it to the intended recipient, please notify us immediately by e-mail, and delete the original message without any review/dissemination thereof. 

No Trading Instructions Accepted Via Email or Voicemail: Beaird Harris ‘s trading policy requires that all trading instructions must be submitted via a live phone call to one of Beaird Harris’s representatives during regular business hours, which are 8:30 AM to 5:00 PM Monday thru Thursday and 8:30 AM to 12:00 PM on Friday. Beaird Harris is not responsible for placing any trades via instructions left through electronic mail or voice mail.

Changes and Requests: Please remember to contact Beaird Harris Wealth Management, LLC (“Beaird Harris”), in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add, to modify any reasonable restrictions to our investment advisory services, or if you wish to direct that Beaird Harris effect any specific transactions for your account. Beaird Harris shall continue to rely on the accuracy of information that you have provided. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received-please be guided accordingly.  A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available for your review upon request or at

Replies Filtered: Any incoming email reply to this communication will be electronically filtered for spam and viruses. That filtering process may result in such reply being quarantined (and potentially not received at our site at all) or delayed in reaching us. For that reason, we cannot guarantee that we will receive your reply or that we will receive it in a timely manner. Accordingly, you should consider means other than email for sending communications to us which are particularly important or time-sensitive.

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