Dogpatch Wealth - San Francisco, California

Address: 555 20th St Suite 2 & 3, San Francisco, CA 94107, United States.
Phone: 4154647533.
Website: dogpatchwealth.com
Specialties: Investment service, Financial advisor, Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 18 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Dogpatch Wealth

Dogpatch Wealth 555 20th St Suite 2 & 3, San Francisco, CA 94107, United States

⏰ Open Hours of Dogpatch Wealth

  • Monday: 6 am–3 pm
  • Tuesday: 6 am–3 pm
  • Wednesday: 6 am–3 pm
  • Thursday: 6 am–3 pm
  • Friday: 6 am–3 pm
  • Saturday: Closed
  • Sunday: Closed

Dogpatch Wealth - A Premier Financial Services Firm in San Francisco

Located at 555 20th St Suite 2 & 3, San Francisco, CA 94107, United States, Dogpatch Wealth is a renowned financial services firm that has been providing exceptional investment, financial planning, and advisory services to clients since its inception. With a phone number of 4154647533 and a website at dogpatchwealth.com, Dogpatch Wealth has become a trusted name in the financial industry.

The firm specializes in investment services, offering personalized strategies to help clients grow their wealth. Their team of experienced financial advisors and financial planners work closely with each client to develop comprehensive financial plans tailored to their unique needs and goals. Dogpatch Wealth's commitment to excellence has earned them a stellar reputation in the industry.

In addition to their exceptional services, Dogpatch Wealth is dedicated to providing a welcoming and accessible environment for all clients. They offer a wheelchair-accessible entrance and a wheelchair-accessible car park, ensuring that everyone can access their services with ease.

The firm has received 18 reviews on Google My Business, with an impressive average rating of 5/5. Clients praise Dogpatch Wealth for their knowledgeable advisors, personalized service, and outstanding results. If you're seeking a trusted financial services firm in San Francisco, Dogpatch Wealth is an excellent choice.

Specialties:

  • Investment service
  • Financial advisor
  • Financial planner

Other points of interest:

  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance

👍 Reviews of Dogpatch Wealth

Dogpatch Wealth - San Francisco, California
desiree B.
5/5

For the past 7 years I've had the privilege of working with a terrific wealth manager, Adam Gould. He set me on the path to a comfortable retirement despite beginning my financial planning late in the game.
In addition to setting up a 401K for my business and meeting with my employees, he developed a financial strategy for my personal circumstances and goals.
Adam's approach is warm and authentic, straightforward and honest. He's good at making financial concepts accessible and easy to understand.
I am grateful for his guidance and now I'm confident in my future financial security.
Adam is a really good guy and I recommend him without reservation.

Dogpatch Wealth - San Francisco, California
Kim C.
5/5

I hired Adam in 2017 after my accountant (and several of Adam's clients) recommended him. Since then, he's advised me through home purchases and sales, a move abroad, several cross country moves, multiple job changes, and a marriage. While he's witnessed the changes in my life, I've watched his business grow and his skill set expand. Even through trying financial times, Adam's counsel has been steady. He's also a great guy who's an absolute pleasure to know. I told Adam when I first met him and I still believe it now - those of us who don't have a ton of money to spare need to even more carefully safeguard every dollar. He's not disappointed me. Without hesitation, I recommend Adam and his services.

Dogpatch Wealth - San Francisco, California
Scott V. H.
5/5

Adam, the owner of Dogpatch Wealth, is a great financial advisor. We have been working with him for a few years and we are quite happy with him. He's easy to work with and is able to explain things in terms that are both easy to understand and allow us to understand the complex details. He has been able to advise us on standard investing both inside and out of our retirement, give advice on 401k investments that are not with him, and found other financial products that have proved to be quite lucrative. We enjoy working with him to see our complete financial picture so that we can make decisions on how aggressive to be in our investments. All around I'd recommend Adam and Dogpatch Wealth.

Dogpatch Wealth - San Francisco, California
Kim W.
5/5

I have worked with Adam Gould since 2018. He is knowledgeable in the field of finance and always responsive to my individual needs. He supported me through retirement planning and the five years since retirement. I trust him implicitly and always found him honest and trustworthy. I highly recommend Dogpatch Capitol for all financial needs.

Dogpatch Wealth - San Francisco, California
Celia L.
5/5

I have been a client of Dogpatch Wealth since its inception. I can only say wonderful things about founder Adam Gould. His attention to detail and to my needs and dreams is nonpareil to any financial advisors I’ve used in the past. Gould has steered me through the last years of my own business, in transition to retirement, now almost eight years in. I trust him, which is the best thing you can say about a financial advisor.

Dogpatch Wealth - San Francisco, California
Danielle S.
5/5

I have been working with Adam at Dogpatch Capital for years and its been a pleasure. He is extremely knowledgeable, capable, and responsive. In addition to my retirement and investment accounts, Adam has advised me in a range of other financial related issues. I highly recommend Adam and his team!

Dogpatch Wealth - San Francisco, California
Joseph S.
5/5

Shortly after getting married we decided to seek professional help with finances and investing. We are so glad we found Dogpatch Wealth. Adam spent the time then and still does now 10 years later in understanding our financial goals. Having access to Adam's experience and expertise allows us to have confidence during volatile market swings. I highly recommend Dogpatch Wealth.

Dogpatch Wealth - San Francisco, California
Roby D.
5/5

Great service from an advisor with real investment expertise, not just financial planning (although Adam does that well too), and the willingness to actually adapt the service offering to individual needs. My previous experience with other advisors was that they mostly tried to force fit me to their model and were overly focused on selling financial planning, even if what I wanted/needed more of was investment management. Adam and team are highly recommended.

Go up