Dopkins Wealth’s Firm Commitments

Dopkins Wealth Management values our professional relationships; we pledge our highest level of service and look forward to demonstrating our capabilities to those with whom we interact. In that spirit we offer our firm commitments:

  • We will act with integrity, honesty and openness in everything we do for and with you.
  • Our services and products will be of an exceptional quality and designed to assist you in achieving your goals.
  • In responding to your needs, we will act as a team in all our dealings with you, and provide you access to our full range of expertise.
  • We will provide consistent and proactive communication throughout our relationship.
  • We will meet the deadlines we mutually set.
  • We will return your phone calls as soon as possible but always before the end of the next business day.
  • We will absolutely respect the confidentiality of our working relationship.
  • You are the sole judge of our performance. If anything we do falls short of your expectations, we will – without question respect your right to withhold the fee.

For a copy of our Service Commitments, please click here.

 

These Firm Commitments support our Core Values. You’ll find them here.

You may also be interested in our Guiding Principles

©2019 Dopkins Wealth Management, LLC