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Unique wealth management solutions
for your unique goals

Dogpatch Wealth

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

View All Services

Your wealth is our purpose.

Meet Adam

Adam Gould

Adam Gould, CFP, CEPA
Founder and Wealth Advisor

 

 

Organization - top left quadrant of a tiled compass

Organization

Goal Setting

Balance Sheet Construction

Account Consolidation

Planning - top right quadrant of a tiled compass

Planning

Cash Flow Planning 

Risk Management

Tax Strategy 

Ongoing Advice - bottom left quadrant of a tiled compass

Ongoing Advice

Plan Updates

Portfolio Management

Behavioral Coaching 

Investing - bottom right quadrant of a tiled compass

Investing

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

After a central bank increases interest rates, the economy often enters a recession in the years that follow. Historically, bonds have performed well whether a recission occurs or not. #dogpatch source: PIMCO
My favorite reads of 2024! SELF HELP-Y: Meditations for Mortals by #oliverburkeman As an ambitious small business owner I find myself trying to do too much, too often. This piece offers reminders as to why we should embrace our limitations. POLITIC
This fall I spent four months exercising at a swanky Equinox at the Four Seasons. My goal was to get stronger. I am trying to be more of a badass as I age, not less. Along with the new membership comes the complimentary training session. I'd been he
Bennie’s first day at the office 🐶

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