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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

Tax reform: Six months in, what should businesses do now?
Kurt Piwko
Webinar Tuesday, June 19, 10-11 a.m. EDT 60 min watch
Inflation edges higher again in May
Jim Baird Wealth Management
Blog June 12, 2018 1 min read
Unemployment falls to 18-year low of 3.8%
Jim Baird Wealth Management
Blog June 1, 2018 1 min read
Is the tighter labor market a risk to the business outlook?
Jim Baird Wealth Management
Article June 1, 2018 1 min read