Your financial life. It’s a marathon, not a sprint.
Wherever you are on your life’s journey, we are ready to partner with you. Helping you build and enjoy the life you want is our focus, and we pride ourselves on the strength of the relationships we build with our clients and our team.
Like you, we are parents, siblings, spouses, friends, and community members so we understand the challenges you face. Whether you’re preparing to send your children off to college, looking to retire, going through a divorce, starting – or selling – your business, we are here beside you, every step of the way.
Financial Guidance to Help You Make Sound Decisions
Whether you’re managing the financials for your business or your family, streamlining your wealth management and proactively planning is essential. Wealthspire’s advisors provide you with a single point of consultation for defining, refining and pursuing the financial strategies you need in every stage of growth.
Our Services Include:
- Integrated Financial Planning: We identify where you are today and what strategies will help you arrive at your unique financial vision tomorrow
- Tax-Efficient Strategies: Make the most out of your wealth by limiting tax liabilities whenever possible
- Succession Planning: Ensure that you effectively manage your business assets without requiring your direct involvement
- Estate and Legacy Planning: Create legal structure around your assets so they may transfer to your beneficiaries in the most tax-efficient manner
- Philanthropic Giving: Develop meaningful strategies to support the organizations that are important to you and your family
San Francisco, California
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In the Community
Our community roots run deep. We are committed to giving back and making a difference in our communities as volunteers, sponsors, patrons, and board members. Here are some of the organizations we proudly support in alignment with our core values.
- Alzheimer’s Foundation of America
- American Cancer Society
- American Red Cross
- Amigos de las America Peninsula Chapter
- Bay Area Rescue
- BLX
- Canal Alliance
- CFP Board of Standards
- China Camp
- Cristo Rey
- Doctors without Borders
- Foundation For Financial Planning
- Humane Society US (HSUS)
- Marin Humane Society
- Marin Museum of Contemporary Art
- Marine Mammal Center
- Maui Food Bank
- Maui Humane Society
- Petaluma River Park Foundation
- Pleasant Valley Elementary PTA
- Resilient Neighborhoods
- Resource Area for Teaching (RAFT)
- San Francisco Marin Food Bank
- San Francisco SPCA Development Department
- St. Anthony’s
- Tribe Rising India
- UCSF Foundation
Our San Francisco Team
Bill Bockwoldt, MBA, CFP®, CEPA®
Senior Vice President
Bill Bockwoldt is a Senior Vice President and Advisor in...
Steve Branton, CFP®, CPCC®
Senior Vice President
Steve’s mission is to serve clients as their key thought...
Justin deTray, CFP®
Managing Director
Justin deTray is a Managing Director and Advisor in the...
Simi Dhall, CFP®
Senior Vice President
Simi brings over 20 years of experience working with clients...
Amanda Fox, MBA, CFP®
Vice President
Amanda Fox is a Vice President and Advisor in the...
Kevin Gahagan, CFP®, CIMA®, CEP, CIMC
Managing Director
Kevin Gahagan is a Managing Director and financial advisor at...
Tierney Henderson
Senior Advisor Associate
Tierney Henderson is a Senior Advisor Associate based in our...
Stephen Kepler, CFP®, CDFA®
Vice President
Stephen Kepler is a Vice President and Advisor in the...
M. Zach Mangels, MSFP, CFP®
Senior Vice President
Zach Mangels is a Senior Vice President and Financial Advisor...
Ryan Moore, CFP®
Senior Advisor Associate
Ryan is a Senior Advisor Associate based in our Bay...
Channing Olson
SVP, Head of Integration and Project Management
Channing Olson serves as Head of Integration and Project Management...
Chip Pyfer, JD, CFP®, CIMA®, CPWA®
Managing Director
Chip Pyfer is a Managing Director and Advisor in the...
Oona Rokyta
Senior Advisor Associate
Oona is a Senior Advisor Associate based in our San...
Sheila Schroeder
Consultant, Regional Head of Business Development
Sheila Schroeder is a business development consultant and heads business...
Tim Talbott, MA, CFP®
Senior Advisor Associate
Tim Talbott is a Senior Advisor Associate in the San...
John F. Thiel, MBA, CFP®
Assistant Vice President
John Thiel is an Assistant Vice President and Advisor in...
Sarah Wotherspoon, MS, CFP®, CDFA®
Managing Director
Sarah Wotherspoon is a Managing Director and Advisor in the...
