Services Offered
Investment Management
Expert portfolio management tailored to your goals, with timely market insights and strategies for maximizing returns.
Retirement Planning
Comprehensive planning including 401K setup and strategies to secure a comfortable retirement, even for late starters.
Estate Planning Services
Guidance on trust funds and estate setup, working with recommended attorneys to protect your family's future.
Financial Strategy Development
Personalized financial plans that adapt to career changes, entrepreneurship, and life stages.
Business Financial Services
Support for businesses including employee meetings and financial structuring to align with personal goals.
Reviews
5(5 reviews)
Rating Distribution
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Larry Sun
via Google
8 months ago
I have been a client of Adam Gould and Dogpatch Wealth since 2014! Over the past 10+ years, Adam has provided valuable guidance, support, and management. I have an incredible amount of effortless trust for Adam and his experience. He has been with me in my career, life, and the changes in this global economy at every stage. I recommend him highly!
S
Stuart Douglasvia Google
8 months ago
We've been clients of Dogpatch Wealth since 2021, and our experience has been consistently excellent. Adam, in particular, stands out for his exceptional service. We especially value his extensive network of locally sourced professionals, which has proven to be a significant asset. Adam's timely market insights and guidance on when to act have been instrumental in our financial decisions. Beyond his expertise, Adam consistently makes us feel taken care of. He's always easy to get a hold of, and his actions and responses are consistently professional.
J
Jeff Zacutovia Google
9 months ago
Adam has been my financial advisor for nearly 10 years, and I couldn’t ask for better. He’s smart, responsive, and takes the time to make sure I understand my options. I trust him completely and highly recommend his services.
M
Mike Linvia Google
9 months ago
Adam Gould at Dogpatch Wealth has been my trusted financial advisor for several years now. Adam puts my mind at ease by expertly managing my investments in a way which allows me to pursue entrepreneurship full-time. He has also worked alongside a recommended estate attorney to help establish trust funds for my children. I’m a former techie that was fully vested at a start-up with a very successful IPO. I’ve had previous experience having my money managed by Betterment & Wealthfront, and other human financial advisors. I can wholeheartedly recommend the services of Adam Gould & Dogpatch Wealth. I’m extremely confident that they are maximizing the returns on my investments.
D
desiree bolmanvia Google
almost 2 years ago
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.
