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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

Consumer sentiment slips to lowest level this year
Jim Baird Wealth Management
Blog August 17, 2018 1 min read
Market perspectives
Jim Baird Wealth Management
Article August 17, 2018 4 min read
Construction, the economy and the outlook for Michigan
Jim Baird Wealth Management
Podcast August 16, 2018 9 min listen
Retail sales up strongly in July
Jim Baird Wealth Management
Blog August 15, 2018 2 min read