Matthew Delaney
Managing Partner, JDH Wealth
- Role
- Partner at Jdh Wealth
- Location
- Santa Rosa, CA, US
- LinkedIn followers
- 500 followers
About Matthew Delaney
Transforming Financial Futures | Wealth Management | Investment StrategistAs a seasoned wealth manager with over twenty years of experience, I help high-net-worth individuals, families, and businesses achieve their financial goals through personalized wealth management solutions. My expertise spans investment management, retirement planning, tax optimization, philanthropy, business planning, and 401(k) plans. I take a holistic approach to wealth management, considering each client’s unique circumstances, risk tolerances, and aspirations.At JDH Wealth, we prioritize building long-term relationships with our clients, providing exceptional service, and delivering tailored solutions that address their evolving needs. If you’re seeking a trusted advisor to help you navigate the complexities of wealth management, I invite you to connect with me.
Experience
Partner
Dec 2005 — Present
Education
San Diego State University
BA, International Business, Finance
1998 — 2003
Skills
- Powerpoint
- New Business Development
- Strategy
- Financial Modeling
- Corporate Finance
- Financial Analysis
- Business Planning
- Microsoft Word
- Finance
- Microsoft Office
- Business Strategy
- Entrepreneurship
- Accounting
- Strategic Planning
- Management Consulting
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