Dopkins Wealth’s Core Values
“Core Values” have been defined as the essential and enduring tenets of an organization. They are the set of principles that shape an organization’s character; they are the soul of a firm. In other words, they provide the glue that holds an organization together through time. Here are Dopkins Wealth Management’s:
We are Client-Centered
Our mission is to help our clients identify, understand and solve their problems. We are client needs driven, not product driven.
We work for clients who value our contributions, who share our ethical standards and treat our people with respect. We will continuously assess our clients’ adherence to these principles. We assist clients in solving their problems by delivering outstanding service.
We Are Passionate About People
We take personal responsibility for growing our knowledge and skills. We reward results rather than effort, our highest performers are our highest compensated.
We work toward solutions rather than making excuses or placing blame. We are equally committed to our people and our clients. We seek balance between professional, personal and community commitments.
We encourage this balance by showing flexibility in how, when, and where work gets done. We provide our people opportunities, encourage initiative and reward results.
We are Success-Driven
We accept occasional failures as necessary for long term success. We encourage managed risk taking and creativity.
Our goal of being the best Firm requires that we have the best teams and our internal systems will promote and reward these teams. We seek to be constantly improving, evolving and self-evaluating.
We Are One Firm
We bring the best Firm resources to clients regardless of team or specialty:
- No boundaries in client service
- No protecting a “book of business”
- Clients are served by a team, not a single professional.
When we receive an internal request for help, we respond as if the request came from a valued client.
We Believe in Integrity
We believe in open, honest and respectful communications with our clients and our people. We strive for the highest levels of professional standards, ethics and integrity.
We only work with clients and employ people who share our commitment to integrity.