DAG Wealth

Aaron Bailey

Investment Advisor

Aaron Bailey is an Investment Advisor with DAG Wealth. A graduate of Portland State University, he holds the FINRA Series 65 and life and health insurance licenses in multiple states. He entered the field after watching his grandfather be taken advantage of by an advisor and lose most of his retirement, and his primary goal is to help people avoid those mistakes and reach a secure, happy retirement through greater financial literacy. His prior roles include portfolio evaluation, portfolio engineering, and investment counseling at Fisher Investments and lead financial advisor at PCM Encore, building a skill set that blends strategic analysis, behavioral-finance coaching, and disciplined execution. His work ethic was shaped by structured responsibility and military and veteran community norms of accountability and service. Outside of work he enjoys hiking, reading, and Brazilian Jiu Jitsu, spends time with his family, and works with a non-profit that helps veterans move from trauma toward post-traumatic growth. He emphasizes that the first meeting is a conversation built on trust and clarity, not a sales appointment. He lives in Clovis, California.

Disclosures

DAG Holdings Co is a holding company that does not provide investment advisory, brokerage, administrative, or insurance services to clients. DAG is not a law firm, does not provide legal or tax advice, and does not provide tax preparation services. Tax matters are handled through referrals to independent qualified tax professionals.

DAG Private Client services involve estate matters that require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified independent legal counsel licensed in the applicable jurisdiction.

Asset protection structures, including Wyoming LLCs and trusts, do not guarantee protection against all claims, creditors, or losses. Outcomes depend on specific facts, jurisdiction, and applicable law.

Insurance products and services are offered through Xure Insurance or its affiliates.

Investment advisory services are offered exclusively through DAG Wealth, an SEC-Registered Investment Adviser (CRD No. 328627). Registration with the SEC does not imply a particular level of skill or training. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov.

Custody arrangements with third-party independent qualified custodians reduce certain risks but do not eliminate them.

Investing in digital assets involves risk, including the possible loss of principal. Digital assets are highly volatile and may not be suitable for all investors. Past performance is not indicative of future results.

Specific fee schedules, scope of engagement, conflicts of interest, and material business practices are disclosed in writing before engagement and in Form ADV Part 2A for the investment-advisory portion.

The information on this site is for general educational purposes and is not legal or tax advice.