200 International Drive
Williamsville, New York 14221
Phone 716.634.8800
Dopkins Wealth Management, LLC | Join Our Team | Expand Your Knowledge
:: Energy Fueled by Trust
We cultivate an environment of learning and exploration, so that you'll understand your options.

To help you feel more comfortable asking questions, we offer ongoing portfolio management and investor education, including:

  • Proactive rebalancing, tax-loss harvesting and other portfolio management actions as appropriate for your objectives.
  • Holding periodic meetings based on your needs (in person or phone).
  • On-going access to your advisor and the DWM team
  • Invitations to periodic educational events that we host.
  • Access to the Educated Investor newsletter, feature articles, books and other reading materials as well as Web-based resources.

 

Ongoing Support

Dopkins is a good fit for your financial objectives and you wish to become a client. Now what?

The Investment Advisory Agreement (IAA)

  • The IAA documents respective rights and responsibilities within the investor-advisor relationship.
  • We answer any questions you may have.
  • You and Dopkins sign the IAA when you're ready to proceed.

The Investment Policy Statement (IPS)

  • The IPS formalizes your investment objectives.
  • It describes your risk profile, investment strategy and rebalancing plans.

Portfolio Implementation

  • Your advisor presents initial portfolio construction for your approval.
  • We help you open an account at selected custodian (or provide Dopkins with existing account access).
  • We place appropriate trades on your behalf.

For more information regarding Dopkins Wealth Management, LLC, please contact Brian G. Cannon

Achieving Results ... People to People