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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

Job creation slows, but unemployment holds steady in November
Jim Baird Wealth Management
Blog December 7, 2018 1 min read
Market perspectives
Jim Baird Wealth Management
Article December 7, 2018 4 min read
PMFA Special Market Commentary: Equities under pressure
Jim Baird Wealth Management
Video December 6, 2018 3 min watch
Will weakness in housing cause the Fed to blink?
Jim Baird Wealth Management
Blog November 29, 2018 1 min read