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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

Hurricane Florence weighs on September Retail Sales gain
Jim Baird Wealth Management
Blog October 15, 2018 1 min read
Consumer sentiment slips moderately in October
Jim Baird Wealth Management
Blog October 12, 2018 1 min read
PMFA special commentary: “Why now?”
Jim Baird Wealth Management
Blog October 12, 2018 1 min read
Market perspectives
Jim Baird Wealth Management
Article October 12, 2018 4 min read