Unique wealth management solutions
for your unique goals
About Us
Dogpatch Wealth provides financial planning and wealth management services to individuals with $1m+ investable assets
We combine market wisdom, technological savvy, and planning expertise to enable investors to achieve their specific life and retirement goals.
Our Services
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Investment Management
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Tax Planning
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Insurance
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Retirement Planning
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Education Planning
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Exit Planning
Your wealth is our purpose.
Meet Adam
Adam Gould, CFP, CEPA
Founder and Wealth Advisor
Organization
Goal Setting
Balance Sheet Construction
Account Consolidation
Planning
Cash Flow Planning
Risk Management
Tax Strategy
Ongoing Advice
Plan Updates
Portfolio Management
Behavioral Coaching
Investing
Personalized Portfolio Construction
Investment Selection
Tactical Opportunities
The Myriad of Wealth Management Deliverables
While effective investing is fundamental, it represents just one aspect of the broader range of services that drive meaningful results.
The Latest News from Dogpatch Wealth
