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Dogpatch Wealth
Dogpatch Wealth : Des conseils financiers fiables et réactifs, avec un réseau local connecté.
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Business
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Dogpatch Wealth : Des conseils financiers fiables et réactifs, avec un réseau local connecté.
Dogpatch Wealth, basé à San Francisco au 555 20th St Suite 2 & 3, offre des conseils d’investissement et de planification financière dignes de confiance. Les clients louent Adam Gould pour un service réactif et professionnel, de solides connaissances du marché et un large réseau de professionnels locaux. La société propose la gestion d'investissements, la planification de la retraite et la coordination successorale, en expliquant des concepts complexes de manière claire et accessible.
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Une gestion de portefeuille experte adaptée à vos objectifs, avec des analyses de marché pertinentes et des stratégies visant à maximiser les rendements.
Planification complète incluant la mise en place d'un 401K et des stratégies pour assurer une retraite confortable, même pour ceux qui commencent tard.
Conseils sur les fonds fiduciaires et la mise en place d'une succession, en collaboration avec des avocats recommandés pour protéger l'avenir de votre famille.
Plans financiers personnalisés qui s'adaptent aux changements de carrière, à l'entrepreneuriat et aux étapes de la vie.
Soutien pour les entreprises, y compris des réunions avec les employés et une structuration financière alignée sur des objectifs personnels.
Note globale
Larry Sun
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!
Stuart Douglas
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.
Jeff Zacuto
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.
Mike Lin
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.
desiree bolman
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.
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