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Experience

Working within our firm's wealth management practice, I act as a personal CFO for my clients, overseeing all aspects of their investment portfolio, income/estate tax, insurance, and retirement planning needs. I specialize in high-net-worth individuals and families, helping them navigate the complexities, pitfalls, and conflicts inherent with financial planning.
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Specializes In

Fishing will always be one of my favorite hobbies. I've also recently taken up landscape photography. My hope is to combine these interests and travel to some of the most amazing places in the world.

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