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Dogpatch Wealth

Financial Advising

Address555 20th St Ste 2 & 3, San Francisco, CA 94107

Phone(415) 464-7533

Websitedogpatchwealth.com

Email[email protected]

Socialfacebook.com

Dogpatch Wealth is an independent, fee-only registered investment advisor in San Francisco specializing in exit planning, concentrated stock position management, equity compensation planning, and wealth management for Bay Area tech founders and executives. Many clients arrive with significant single-stock exposure from employer equity grants, IPOs, or pre-IPO appreciation — and need a tax-aware strategy to diversify without triggering a large immediate capital gains bill. Minimum engagement: $1M

Hours

Mon–Fri: 9 AM – 6 PM

Services

Advisory Services
Concentrated Stock Position Management
Exit Planning (CEPA)
Equity Compensation Planning
Wealth Management
Financial Planning for Tech Founders

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