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Experience

I specialize in helping ultra-high-net-worth individuals and families optimize their personal balance sheets. Using a holistic approach to wealth management, I work with our clients to connect the dots among their investment portfolios, estate plans, wealth transfer needs, income taxes, trusts, insurance needs, and philanthropic goals.
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Specializes In

I compete in regional and national amateur golf tournaments. I’ve always loved playing competitive golf, as well as the pursuit of continuous improvement. I have competed in national championships conducted by the USGA, the WGA, and the NCAA.

Additional Thoughts

Retail sales up 0.3% in April, matching expectations
Jim Baird Wealth Management
Blog May 15, 2018 1 min read
Market Perspectives
Jim Baird Wealth Management
Article May 14, 2018 1 min read
Consumer sentiment holds steady in May
Jim Baird Wealth Management
Blog May 11, 2018 1 min read
Unemployment falls below 4.0% for the first time since December 2000
Jim Baird Wealth Management
Blog May 04, 2018 1 min read