Wealth Management

You don’t need to watch the daily market report or fret over expert forecasts when you are a client of Dopkins Wealth Management*

Retirement Plan Design

Don’t put your retirement plan on hold. Let the retirement planning experts at Dopkins & Co. Wealth Management Services guide you on a path to financial independence.

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Succession Planning

Considering the transition of your business to family or an employee group? Let the succession planning and business valuation experts at Dopkins & Co. guide you on this critically important decision.

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Dopkins Clear View Solution

We help our clients maintain a clear view of where they stand financially in order strategically focus on building, protecting and transferring wealth.

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Retirement Spend Down Strategies

A year by year plan to draw down your assets in the most tax efficient manner possible during retirement.

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Dopkins Cash Balance Solution

Strategies to lower taxes and save more for retirement via pre-tax retirement contributions.

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Working with Dopkins Wealth is Different

You don’t need to watch the daily market report or fret over expert forecasts.

You have a plan tailored to your goals. Working with Dopkins is different. How? We invite you to watch our video as we articulate what the Dopkins Difference means to us and for you.

Perspectives on Market Volatility

In the market these days, it seems what goes up must come down — and then go up and then down again.

Does all this recent volatility worry you? A better understanding of that wiring can give us a clear decision-making framework to help us know if and when to get out of the market. View our brief video to learn more.

For a copy of the Dopkins Wealth Management, LLC brochure, please click here.

For a copy of the Dopkins Wealth Management, LLC Service Commitments, please click here.

For more information, contact Thomas R. Emmerling CPA CFP at temmerling@dopkins.com.

 

* Dopkins Wealth Management, LLC is a registered investment advisor owned by the partners of Dopkins & Company, LLP.

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