Dogpatch Wealth is a boutique registered investment advisory practice serving San Francisco founders, technology executives, business owners, and people approaching retirement. The firm describes its approach as holistic, combining investment knowledge, technology, and financial planning to help clients work toward their individual life and retirement goals. Its services include investment management, tax planning, insurance, retirement planning, education planning, and business exit planning.

Dogpatch Wealth supports clients through key financial decisions, including managing concentrated stock, preparing to sell or exit a business, and planning for retirement. Its broader wealth-management work can include setting goals, organizing and consolidating financial accounts, building a balance sheet, planning cash flow, assessing risk, developing tax strategies, and providing ongoing advice and portfolio management. The firm also offers investment portfolio construction, investment selection, tactical opportunities, and behavioral coaching.

Founded by Adam Gould, CFP and CEPA, Dogpatch Wealth emphasizes personalized guidance and continuing plan updates. The firm invites prospective clients to schedule a call and offers insights on topics such as exit planning, tax-efficient investing, and choosing a wealth advisor.