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

Welcome to the 2019 Road Ahead
Jim Baird Wealth Management
Video December 13, 2018 1 min watch
The Road Ahead: Final thoughts
Jim Baird Wealth Management
Video December 13, 2018 2 min watch
Explore the Road Ahead
Jim Baird Wealth Management
Article December 13, 2018 1 min read
Consumer prices flat in November
Jim Baird Wealth Management
Blog December 12, 2018 2 min read