Skip to Content

Experience

I specialize in helping high-net-worth individuals and related entities obtain their financial objectives in the most efficient tax matter. My expertise is in personal tax planning, retirement planning, and personal and fiduciary income tax considerations.

View More of Jim's Experience

Specializes In

Outside of work, I enjoy photography. I’m also a goalie on a hockey team, playing three times a week. I’ve done this most of my life, and often play before coming into work.

Additional Thoughts

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
How has the outlook for equities changed in the past year?
Jim Baird Wealth Management
Blog February 7, 2019 1 min read
Jobless claims declined by less than expected last week
Jim Baird Wealth Management
Blog February 7, 2019 1 min read