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Personalized wealth management with integrity, flexibility, and expert tax planning
Jamie Dailey
Financial Adviser
Oppenheimer & Co Inc
Introduction
Introduction
Jamie Dailey is a financial advisor who treats wealth management with a truly personalized approach, combining integrity and flexibility that larger firms often lack. Jamie specializes in tax planning, retirement strategies, and employee benefit plans, delivering comprehensive financial solutions tailored to each client's unique needs.
What They Do
What They Do
Jamie Dailey, alongside business partner Mike Malik, provides comprehensive wealth management services through their Holistic Private Client Group practice. Their offerings include investment planning, complex wealth management, tax planning, retirement planning, 401k plan evaluations, and cash balance plans, all designed to address the full spectrum of clients' financial needs.
Location & Service Area
Location & Service Area
Based in San Francisco, Jamie primarily serves clients throughout the Bay Area, including San Francisco, Walnut Creek, Marin, and the South Bay. Although licensed in all 50 states and supported by a firm with global offices, Jamie focuses on building deep relationships with local clients.
What Makes Them Different
What Makes Them Different
Jamie offers truly personalized financial planning uniquely tailored to each client or business owner. Operating within a mid-sized firm provides exceptional flexibility in investment options and fee structures that larger firms cannot match, while still leveraging the resources and global reach unavailable to smaller practices. The team's specialization in tax planning, retirement planning, 401k plan evaluations, and cash balance plans enables comprehensive financial solutions under one roof.
Services Offered
Who They Help
Who They Help
Jamie works best with estate planning attorneys, CPAs, family law attorneys, and business owners who value integrity and long-term client relationships. Their ideal clients are those seeking comprehensive, personalized wealth management solutions that integrate tax planning, retirement strategies, and employee benefit planning, particularly within the Bay Area's professional and business communities.
Know someone who says...
"I need help organizing my finances and investments"
"My business is growing and I need comprehensive wealth management"
"I want someone who can handle all aspects of my financial planning"
"I need a financial advisor who really understands my unique situation"
"We need help evaluating our company's 401k plan"
"I'm looking for tax-efficient retirement planning strategies"
"Our business needs guidance on setting up a cash balance plan"
Fun Fact
Fun Fact
Jamie works in partnership with Mike Malik, demonstrating a belief in collaboration and shared expertise in the financial advising world.
Quick Facts
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Ready to Connect?
Call Bruce now to ask questions or book services with Oppenheimer & Co Inc
Call 833-853-6789