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.

Compliance

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. 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 qualified tax professionals. DAG is not a financial advisor and does not provide financial advice. Investment advisory services are offered through Digital Wealth Partners LLC (CRD No. 328627), an SEC Registered Investment Advisor. Digital Wealth Partners LLC is doing business as Digital Ascension Group – Wealth (“DAG Wealth”). 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. Registration does not imply a particular level of skill or training.

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