Chase joined Beaird Harris’s Wealth Management Team in early 2020 and became a Partner in 2021. He works with high-net-worth individuals and families, leading them through all aspects of the investment management and financial planning process. His areas of expertise include tax efficiency, risk management, asset protection and charitable, trust and estate planning. He routinely meets with clients, advisors, and a myriad of professionals to help coordinate and implement effective planning strategies. Prior to joining Beaird Harris, Chase spent more than a decade with one of the largest financial service firms in the country, Fidelity Investments.
“A Wealth Manager is more than someone who manages portfolios – it is someone who helps clients plan for their future, and their children’s future. The advisor-client relationship is a vital piece of the puzzle, which is why it’s important to find the right Wealth Manager to work with for the long haul,” according to Fortune.
“Chase has been a fantastic asset to the firm and made incredible strides in just the two years he's been onboard,” said Pat Beaird, Managing Partner of Beaird Harris Wealth Management. “He has quickly made himself an invaluable team member and this recognition by Fortune is a direct result of his commitment to excellence and providing clients financial peace of mind."