Skip to Content

Experience

Serving as my clients' personal CFO, I help build, implement, and monitor their financial wealth strategies. I assist my clients with planning for personal finances, developing and implementing an investment strategy, charitable giving, education, retirement, income tax planning, and multigenerational estate considerations. I specialize in providing holistic wealth management and investment planning services for high-net-worth individuals and wealthy families.

View More of Ray's Experience

Specializes In

My wife and I love playing games with our dog, Tink. We put her in a sit-stay, hide a treat or toy in the house, and then ask her to “find it.” She’s a master scent tracker.

Additional Thoughts

CPI unchanged in January, falling to 1.6% over past year
Jim Baird Wealth Management
Blog February 13, 2019 1 min read
Did the government shutdown have an impact on the economy?
Jim Baird Wealth Management
Blog February 7, 2019 1 min read
How has the outlook for equities changed in the past year?
Jim Baird Wealth Management
Blog February 7, 2019 1 min read
Jobless claims declined by less than expected last week
Jim Baird Wealth Management
Blog February 7, 2019 1 min read