BusinessPostCorner.com
No Result
View All Result
Monday, July 14, 2025
  • Home
  • Business
  • Finance
  • Accounting
  • Tax
  • Management
  • Marketing
  • Crypto News
  • Human Resources
BusinessPostCorner.com
  • Home
  • Business
  • Finance
  • Accounting
  • Tax
  • Management
  • Marketing
  • Crypto News
  • Human Resources
No Result
View All Result
BusinessPostCorner.com
No Result
View All Result

Dopkins absorbs BST wealth management practice

February 2, 2024
in Accounting
Reading Time: 3 mins read
A A
0
Dopkins absorbs BST wealth management practice
ShareShareShareShareShare

BST & Co. CPAs LLP, an accounting and business advisory firm based in Albany, New York, has transferred its wealth management clients to Dopkins Wealth Management, a registered investment advisory firm owned by the partners of Dopkins & Co. LLP, a CPA and consulting firm headquartered in Buffalo.

The firms have agreed to a revenue-sharing arrangement in the future under which BST will share in the fees paid by its clients to Dopkins Wealth Management. BST has 23 partners and 100 staff members. The Dopkins organization (combining Dopkins & Co. and Dopkins Wealth Management) has 11 partners and 116 staff members.

“We are thrilled to expand our financial planning services, capabilities and offerings through Dopkins Wealth Management,” said BST & Co. managing partner Ron Guzior in a statement Thursday. “This collaboration will offer clients comprehensive wealth management strategies while enhancing referral opportunities for both firms. Our current and future clients will reap the benefits of an extensive and strategic suite of services that this new alliance will make possible.”

Ron Guzior, managing partner of BST & Co. CPAs (left), gives a tour of BST’s office space in Latham, New York, with Thomas Emmerling, managing partner of Dopkins Wealth Management (right).

Both BST and DWM have been serving clients in their respective regions of Upstate and Western New York for decades. “We have known the professionals at BST & Co. for more than 30 years and know their core values and guiding principles align with ours,” said Thomas Emmerling, managing member of Dopkins Wealth Management LLC, in a statement. “Our firms share the same wealth management philosophy and are industry-focused. We look forward to working with BST to create a dynamic team to best serve our clients on either side of the state and throughout Upstate New York.”

BST has offered wealth management services for over 20 years and sees the deal with Dopkins as a way to advance its services for both existing and future clients. In addition to wealth management, it’s been providing accounting, auditing, tax, consulting, valuation, forensic accounting and litigation support. BST’s outsourcing division includes accounting, talent strategies and marketing services.

Dopkins Wealth Management was founded in 1999 by the partners of Dopkins & Co. and advises individuals, businesses, trusts, foundations and endowments, not-for-profit organizations and retirement plans.

Credit: Source link

ShareTweetSendPinShare
Previous Post

COSO teams with NACD on corporate governance framework

Next Post

Illinois CPAs offer accounting scholarships

Next Post
Illinois CPAs offer accounting scholarships

Illinois CPAs offer accounting scholarships

BDO USA names Matt Becker next CEO

BDO USA names Matt Becker next CEO

July 9, 2025
Macron says France and the UK will ‘save Europe’ even though Brexit was all about Britain leaving the EU

Macron says France and the UK will ‘save Europe’ even though Brexit was all about Britain leaving the EU

July 8, 2025
Why today’s recognition programs need an overhaul

Why today’s recognition programs need an overhaul

July 7, 2025
How LAZ Parking scaled learning for its workers

How LAZ Parking scaled learning for its workers

July 8, 2025
Bitcoin Price Prediction: Corporate Demand Rises Again – DDC’s BTC Stack Grows 48% 

Bitcoin Price Prediction: Corporate Demand Rises Again – DDC’s BTC Stack Grows 48% 

July 8, 2025
XRP Whales Hit Record High as Price Surges 26% in One Week

XRP Whales Hit Record High as Price Surges 26% in One Week

July 12, 2025
BusinessPostCorner.com

BusinessPostCorner.com is an online news portal that aims to share the latest news about following topics: Accounting, Tax, Business, Finance, Crypto, Management, Human resources and Marketing. Feel free to get in touch with us!

Recent News

Satoshi Nakamoto’s Wealth Soars to 2.8B as Bitcoin Hits 0K, Becoming 11th Richest

Satoshi Nakamoto’s Wealth Soars to $132.8B as Bitcoin Hits $120K, Becoming 11th Richest

July 14, 2025
Young people in Gloucestershire say public transport ‘too costly’

Young people in Gloucestershire say public transport ‘too costly’

July 14, 2025

Our Newsletter!

Loading
  • Contact Us
  • Privacy Policy
  • Terms of Use
  • DMCA

© 2023 businesspostcorner.com - All Rights Reserved!

No Result
View All Result
  • Home
  • Business
  • Finance
  • Accounting
  • Tax
  • Management
  • Marketing
  • Crypto News
  • Human Resources

© 2023 businesspostcorner.com - All Rights Reserved!