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Experience

As the personal CFO for many high-net-worth individuals and their families, I take a holistic approach to wealth management. I believe that optimal financial planning involves connecting the dots between cash and investment management; business, estate, and insurance considerations; and sound tax strategies. This is the approach I take when I serve my clients, and they appreciate the fact that I care about their financial future.

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Specializes In

I have a Ninebot MiniPro Segway that I won at a charity event and enjoy using around the office.

Additional Thoughts

Do dividends matter?
Jim Baird Wealth Management
Blog February 20, 2019 1 min read
What does the global earnings story look like for 2019?
Jim Baird Wealth Management
Blog February 20, 2019 1 min read
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