Wealth Strategy Built Around Your Life, Not a Template
Concentrated stock, founder equity, tax-sensitive liquidity events — Dogpatch Wealth turns complex financial moments into clear, confident plans.
Our Mission
We combine market experience, technology, and deep planning expertise to help investors achieve their life and retirement goals, often advising on concentrated stock positions, founder equity, and tax‑sensitive liquidity events.
Meet Adam
20 years of Wall Street rigor, now working for you in San Francisco
Adam Gould is the Founder and Wealth Advisor at Dogpatch Wealth in San Francisco. He has twenty years experience in wealth management and launched his independent practice in 2014. He has worked at notable financial institutions, including Lehman Brothers and Barclays Capital before establishing Dogpatch Wealth.
Adam’s approach isn’t just about following the textbook; it’s about crafting tailored strategies that reflect each client’s unique situation and goals. He’s the kind of advisor who sees opportunities where others might not, thanks to his years in the industry and his commitment to staying ahead of the curve. Whether it’s designing a portfolio or planning for the future, Adam’s creative solutions are grounded in a deep understanding of the financial landscape.
When you work with Adam, you’re not just getting a standard financial plan—you’re getting a strategy that’s as dynamic and innovative as you are. He’s a UC San Diego grad and a Certified Financial Planner (CFP®), but more importantly, he’s someone who genuinely cares about helping his clients thrive, both today and tomorrow.
Get to Know Adam
President of the Dogpatch Art & Business Association [501(c)(3)]
Commissioner of the Play Bocce in Dogpatch! bocce league
Gotham Club member at San Francisco Giants; season ticket holder at Bay FC; padel “enthusiast” at Bay Padel
Creator of the popular Dogpatch Neighborhood Tee
The Growth of Dogpatch Wealth
A practice built to get better every year
➙ Always Learning
I learn from the best. I ask lots of questions. I use a consultant and ask for favors from friends. I’m going to be here for a long time and I’m going to get bigger. I want to borrow from the best and build on the practices that have made them successful.
➙ Staying Ahead
I actively follow key trends, research, and developments in the financial world, maintaining personal relationships with thought leaders and influencers in the industry. These connections allow me to stay ahead of emerging opportunities and risks, providing clients with well-informed strategies tailored to their goals.
➙ Collaborating with Industry-Leading Asset Managers
I collaborate exclusively with the most reputable asset managers, ensuring that my clients’ portfolios are guided by industry-leading experts known for their performance and integrity.
Asset Manager Partners:
Commitment to Client Care
Taking care of clients isn't just a task—it's a calling.
Our clients benefit from smooth onboarding procedures, prompt communication, and a clear, efficient system for handling their finances.
We're committed to providing a stress-free experience that puts your needs first and maintains the highest standards of service.
Ready to Get Started?
Your goals deserve a plan built around them — not the other way around. Let's talk about where you're headed and how Dogpatch Wealth can help you get there.