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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

Retail sales surge in March
Jim Baird Wealth Management
Blog April 18, 2019 1 min read
Is the yield curve flashing a warning signal?
Jim Baird Wealth Management
Blog April 11, 2019 1 min read
Why not de-risk late in the cycle?
Jim Baird Wealth Management
Blog April 11, 2019 1 min read
Rising gas prices nudged CPI up to 1.9% in March
Jim Baird Wealth Management
Blog April 10, 2019 2 min read