Wealth Management Services
A custom approach to Build, Protect and Transfer Wealth for each client
Building Your Wealth Strategy
As we build our advisor relationship with each client, our focus remains on you, and on resolving complex issues within the following four life planning components:
- Enhancing wealth
- Protecting wealth
- Transferring wealth
- Donating wealth
Each component will be proactively addressed when they become an integral role in your personal situation. 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.
COMPLIMENTARY PORTFOLIO REVIEW
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.
Learn MoreGETTING STARTED WITH DOPKINS WEALTH / DISCOVERY
Managing wealth is not about picking stocks, it is about you and what is most important in your life.
Learn MoreFIDUCIARY RELATIONSHIP
As an Registered Investment Advisory (RIA) firm, by law, we must act and serve our clients’ best interests.
Learn MoreINVESTMENT PHILOSOPHY
The most important factor determining your investment outcome will be your asset allocation
Learn MoreFIXED INCOME
When it comes to the fixed income portion of your portfolio, think of it as a safety net.
Learn MoreOur Feature Services include:
Retirement Spend Down Strategies
A year by year plan to draw down your assets in the most tax efficient manner possible during retirement.
Learn MoreDopkins Cash Balance Solution
Strategies to lower taxes and save more for retirement via pre-tax retirement contributions.
Learn MoreSuccession 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.
Learn MoreSuccession Planning for Family Owned Business
The secret to a successful transfer of an operating business to a son or daughter is to start long before the transfer is necessary.
Learn MoreDopkins 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.
Learn MoreFor more information, please contact:
Thomas R. Emmerling CPA, CFP, CGMA
temmerling@dopkins.com
* Dopkins Wealth Management, LLC is a registered investment advisor owned by the partners of Dopkins & Company, LLP.
