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Experience

I help high-net-worth individuals and families, many of whom are business owners and executives, manage the many nuanced aspects of wealth accumulation and wealth transfer. My deep expertise includes income tax planning, strategy, and compliance as well as wealth transfer planning for gifts, estates, and philanthropy.
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Specializes In

I have a passion for helping people. Over the years, I’ve served as an EMT in Lowell, Mass., a member of the National Ski Patrol, and husband, father, and CPA. It’s pretty awesome to serve others in their time of need.

Additional Thoughts

What does recent data on consumer spending indicate about the state of the economy?
Jim Baird Wealth Management
Blog January 18, 2019 1 min read
How have equities performed in the year preceding U.S. Presidential election years?
Jim Baird Wealth Management
Blog January 18, 2019 1 min read
Consumer inflation eases in December
Jim Baird Wealth Management
Blog January 11, 2019 1 min read
Estate tax claims: Are you relying on faulty tax authority?
Rockwell Gust Wealth Management
Article January 9, 2019 4 min read