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San Francisco Wealth Management

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.

Wealthspire San Francisco Team Members

Wealthspire San Francisco

343 Sansome Street, Suite 540
San Francisco, CA 94104

(415) 526-2900

SFBT Corporate Philanthropy Awards 2024

Get in Touch Today

Financial Guidance to Help You Make Sound Decisions

Are you navigating a major life or professional change, like selling a business, shifting careers, or handling complex compensation? Have you recently experienced a loss, such as through divorce or the passing of a loved one? We all experience transitions in life and we are here to guide you with clarity and expertise. Wealthspire’s advisors offer you a single point of guidance for identifying, refining, and pursuing your ideal financial strategies and path. Our proactive approach helps you see around the corner before you do, ensuring your wealth management is always one step ahead.

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

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®
Bill Bockwoldt, MBA, CFP®, CEPA®

Managing Director, Bay Area Office Lead

Justin deTray, CFP®
Justin deTray, CFP®

Managing Director

Simi Dhall, CFP®
Simi Dhall, CFP®

Senior Vice President

Keely Ford
Keely Ford

Advisor Associate

Tierney Henderson
Tierney Henderson

Senior Advisor Associate

M. Zach Mangels, MSFP, CFP®
M. Zach Mangels, MSFP, CFP®

Senior Vice President

Ryan Moore, CFP®
Ryan Moore, CFP®

Senior Advisor Associate

Andrea Olivares, MBA
Andrea Olivares, MBA

Client Service Specialist

Channing Olson
Channing Olson

Managing Director, Head of Advisory Technology & Integration

Chloe Rebuffel
Chloe Rebuffel

Senior Marketing Coordinator, West Region

Oona Rokyta
Oona Rokyta

Senior Advisor Associate

Sheila Schroeder
Sheila Schroeder

Consultant, Regional Head of Business Development

Tim Talbott, CFP®
Tim Talbott, CFP®

Senior Advisor Associate

John Thiel, MBA, CFP®
John Thiel, MBA, CFP®

Assistant Vice President

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