Skip to Content

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. 
View More of Michael's Experience

Specializes In

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

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