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.
Quick Facts
- Holistic Private Client Group
- Licensed in all 50 states
- Bay Area focus
- Mid-sized firm flexibility
- Specialized in tax and retirement planning
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
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
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
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.
Fun Fact
Jamie works in partnership with Mike Malik, demonstrating a belief in collaboration and shared expertise in the financial advising world.