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Experience

I provide highly customized investment consulting and multigenerational wealth planning services to ultra-high-net-worth individuals, families, and family office clients.
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Specializes In

I met my wife during my freshman year of college, on Halloween, while I was dressed as one of the Ghostbusters. We’ve been together ever since.

Additional Thoughts

Market perspectives
Jim Baird Wealth Management
Article December 7, 2018 4 min read
Job creation slows, but unemployment holds steady in November
Jim Baird Wealth Management
Blog December 7, 2018 1 min read
PMFA Special Market Commentary: Equities under pressure
Jim Baird Wealth Management
Video December 6, 2018 3 min watch
Tax reform and 2018 year-end tax planning strategies for individuals
Jerry Jonckheere
Webinar November 29, 2018 60 minute watch