James H. Cosgriff
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.
- Certified Financial Planner
- Certified Public Accountant
- 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
- B.S./B.A. in Accounting from John Carroll University