San Francisco Wealth Management

Wealthspire San Francisco

1 California Street, Suite 200
San Francisco, CA 94111

(415) 526-2900

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

GET IN TOUCH TODAY

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...

Our Latest News & Content

fiduciary responsibility nonprofit organization
Wealth Management, Finance & Investing Blog

Fiduciary Responsibility 101 for Nonprofit Organizations

Content adapted from an article originally published by, and used with permission from, Fiducient Advisors LLC.1 Fiduciaries to nonprofit organizations play an instrumental role in …