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Dopkins Wealth Management, LLC
 
 
Overview: 

Our professional relationships are very important to us; 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.

Toll Free:  +1 888 634 0001


 
 
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Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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