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Experience

As the leader of the firm’s Chicago wealth management practice, I specialize in personal, holistic, and comprehensive wealth management. Serving as the unbiased personal CFO for many high-net-worth individuals and families, I strive for an independent, objective approach that optimizes the growth of a client’s balance sheet on an after-income tax and after-estate tax basis — while maintaining proper cash flow. 
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Specializes In

I enjoy horse racing and have even participated in a horse race.

Additional Thoughts

How do markets typically perform in a midterm election year?
Jim Baird Wealth Management
Blog October 18, 2018 1 min read
What does the U.S. employment situation mean for the economy?
Jim Baird Wealth Management
Blog October 18, 2018 1 min read
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