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Experience

As a wealth management manager, I serve individuals and families and help them build and manage a comprehensive plan that incorporates all aspects of their financial life. No matter how complex their financial situation is, I assist them with major life transitions, such as retirement, divorce, and elder care planning.

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Specializes In

If I could meet one person from history, it would absolutely be Leonardo da Vinci. He was a renowned artist but also a scientific genius. His vast array of skills and knowledge are fascinating.

Additional Thoughts

Job creation slows, but unemployment holds steady in November
Jim Baird Wealth Management
Blog December 7, 2018 1 min read
Market perspectives
Jim Baird Wealth Management
Article December 7, 2018 4 min read
PMFA Special Market Commentary: Equities under pressure
Jim Baird Wealth Management
Video December 6, 2018 3 min watch
Will weakness in housing cause the Fed to blink?
Jim Baird Wealth Management
Blog November 29, 2018 1 min read