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Experience

I provide comprehensive financial planning and investment advisory services to high-net-worth and ultra-high-net-worth individuals and families, many of whom are current or retired business owners. My areas of expertise include investment consulting, estate planning, and income tax planning for individuals primarily related to investment or employee stock option planning.
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Specializes In

I have an uncanny knack for recalling movie lines and lyrics to a broad array of songs, which more than one person has described as a "gross misallocation of brain cells."

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