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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

Welcome to the 2019 Road Ahead
Jim Baird Wealth Management
Video December 13, 2018 1 min watch
The Road Ahead: Final thoughts
Jim Baird Wealth Management
Video December 13, 2018 2 min watch
Explore the Road Ahead
Jim Baird Wealth Management
Article December 13, 2018 1 min read