BST & Co. CPAs has partnered with Buffalo-based Dopkins Wealth Management, transferring its wealth management clients to the advisory firm. In return, BST will share in the fees paid by these clients. “This collaboration offers clients comprehens...
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BST & Co. Partners with Dopkins Wealth Management
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BST & Co. CPAs has partnered with Dopkins Wealth Management, transferring its wealth management clients to the advisory firm, giving Dopkins access to the Capital Region market and boosting its managed assets to $800 million. In exchange, BST will share in the fees paid by these clients, providing an avenue for both firms to benefit and offer enhanced services to their clients.
BST & Co. CPAs has partnered with Buffalo-based Dopkins Wealth Management, transferring its wealth management clients to the advisory firm. In return, BST will share in the fees paid by these clients. “This collaboration offers clients comprehens...
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