Skip to Content

Experience

I specialize in providing comprehensive and holistic wealth management services to family offices and high-net-worth individuals and families. As my clients’ personal CFO, I provide independent, objective financial guidance to help them build, protect, and preserve their wealth and legacy. My focus areas include portfolio construction and investment management, charitable planning, wealth transfer, and family education.
View More of Sara's Experience
Traveling is one of my passions, and I’m always looking to plan my next adventure! During a trip in Africa, I was lucky enough to spend a few days observing the mountain gorillas in Volcanoes National Park in Rwanda.

You might also like…

Beyond risk and return: The importance of investment time horizon
Jim Baird Wealth Management
Blog March 27, 2020 1 min read
Fund flows: What happens when investors buy high and sell low?
Jim Baird Wealth Management
Blog March 27, 2020 1 min read
Mass closures result in record 3.3 million first-time jobless claims
Jim Baird Wealth Management
Blog March 26, 2020 2 min read
SECURE Act: Inherited retirement accounts and the impact on your estate plan
Alicia Cole Wealth Management
Article March 20, 2020 10 min read