Pat Beaird
Fondatore presso Beaird Harris Wealth Management LLC
Profilo
Mr. Patrick C.
Beaird, CPA, is a Managing Partner at Beaird Harris Wealth Management LLC.
He is on the Board of Directors at Savant Wealth Management LLC.
He is also a Co-Founder of Beaird Harris Wealth Management, LLC.
With extensive experience in complex tax matters and a background in advanced estate planning, he works with closely held businesses and high net worth individuals, with a particular emphasis in healthcare.
He was instrumental in building the Firm’s specialty niche in the healthcare community, serving a variety of different specialties in both medicine and dentistry.
He combines his extensive background in tax with a strong resume in wealth management to help clients structure their business and personal lives for the objective of achieving and maintaining financial independence.
He received his degree in accounting from Texas A&M University in 1984 and has practiced as a Certified Public Accountant (CPA).
He is also licensed as a Personal Financial Specialist (PFS), which is the highest financial planning designation awarded by the American Institute of Certified Public Accountants.
Posizioni attive di Pat Beaird
| Società | Posizione | Inizio |
|---|---|---|
Savant Wealth Management LLC
 Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The private company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then. | Direttore/Membro del Consiglio | - |
Beaird Harris Wealth Management LLC
 Beaird Harris Wealth Management LLC Investment ManagersFinance Beaird Harris Wealth Management LLC (Beaird Harris) is an independent registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Patrick C. Beaird in 1996. Beaird Harris provides a variety of investment advisory and financial planning services to individuals, high net worth individuals, pension, 401(K) and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Fondatore | 01/01/1996 |
Formazione di Pat Beaird
| Texas A&M University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Savant Wealth Management LLC
Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The private company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then. | Finance |
Beaird Harris Wealth Management LLC
Beaird Harris Wealth Management LLC Investment ManagersFinance Beaird Harris Wealth Management LLC (Beaird Harris) is an independent registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Patrick C. Beaird in 1996. Beaird Harris provides a variety of investment advisory and financial planning services to individuals, high net worth individuals, pension, 401(K) and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
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