We are pleased to announce that Beaird Harris has been named No. 18 on Dallas Business Journal’s list of DFW’s Largest Wealth Management Firms ranked by local assets under management. The full list can be viewed here.
At Beaird Harris, we are proud of our accomplishments and industry recognition; however, we never forget that the true measure of our success is the peace of mind our clients enjoy. Our integrated approach to tax and wealth management allows our clients to focus on the things that matter most: living a happy, healthy and meaningful life.
View recognition criteria at https://www.bizjournals.com/dallas/
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.
The Dallas Business Journal surveyed wealth management firms beginning January 3, 2022. The surveys were sent via email to companies who opted-in to the Business Journal’s surveys and met eligibility requirements. To be eligible for this list, your company must be independently-owned and have a location within one of the following counties: Collin, Cooke, Dallas, Denton, Ellis, Grayson, Hill, Johnson, Kaufman, McLennan, Navarro, Parker, Rockwall, Tarrant and Wise. Of the 116 eligible companies surveyed, 34 responded. The Dallas Business Journal cannot independently verify information provided by individual companies. In case of ties, companies are listed alphabetically.
A tax planning guide for individual income tax planning and family tax planning strategies at 2024 year-end moving into 2025.
A U.S. federal tax planning guide for businesses for tax year 2024, including M&A tax planning and ASC 740 tax planning strategies.
It’s natural for investors to look for a connection between who wins the White House and which way stocks will go.
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