Building Your Wealth Strategy

As we build our advisor relationship with you, our focus remains on you, and on resolving complex issues within the following four life planning components:

Building Your Wealth Strategy

  • Enhancing wealth
  • Protecting wealth
  • Transferring wealth
  • Donating wealth

Each component is addressed when – and if – it plays an integral role in your life. We help you balance and identify changing needs within your career and creative aspirations, charitable goals, family sharing time, and social and leisure activities. When changes are warranted, we help ensure smooth transitions: for you, or for multiple generations and branches within your family.

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

MODERN PORTFOLIO THEORY

The basis for the principles in your investment plan is a collection of the best evidence from the academic disciplines of economics and finance.

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FIDUCIARY RELATIONSHIP

As an independent wealth management firm, we make every recommendation based solely on how it best serves your near- and long-term interests.

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INVESTMENT PHILOSOPHY

The most important factor determining your investment outcome will be your asset allocation

Investment Philosophy

FIXED INCOME

When it comes to the fixed income portion of your portfolio, think of it as a safety net.

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Our Firm's Positioning and History

Founded in 2000, we remain steadfast on our commitment to provide each client outstanding service.

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GETTING STARTED WITH DOPKINS WEALTH / DISCOVERY

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

Do What You Love.
Love What You Do.

It’s about balance. The variety and quality of the clients, along with access to the latest technology and business information keeps the work interesting.

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Three Dopkins Employees

Opportunity Awaits

Take your career to the next level at Dopkins

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