James H. Cosgriff, IV CFP, CPA

James H. Cosgriff

CFP, CPA

Investment Advisor

Dopkins Wealth Management, LLC

At a glance

Jim provides financial solutions to individuals, trusts, businesses and employee benefit plans. He also provides guidance to clients nearing retirement create a plan for drawing down savings in the most tax efficient manner possible.

He joined Dopkins & Company, LLP in 2014 as a senior associate in the Tax Advisory Group, helping both business and individual clients with his tax compliance and tax planning expertise. In 2016 he transitioned to Dopkins Wealth Management.

Designations

  • Certified Financial Planner
  • Certified Public Accountant

Community Involvement

  • Member, Amherst Gaelic League
  • John Carroll University Alumni – Buffalo Chapter Member
  • Clarence High School Academy of Business and Finance Mentor
  • The Buffalo Club, Former member of Finance & Admission committees

Education

  • B.S./B.A. in Accounting from John Carroll University

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