Collaboration among leading firms on opposite ends of the state enhances wealth management services

BUFFALO/ALBANY, N.Y., Jan. 30, 2024 – BST & Co. CPAs, LLP, one of the Capital Region’s leading accounting and management consulting firms, today announced a new partnership with Dopkins Wealth Management, LLC (DWM). Dopkins Wealth Management, LLC is a registered investment advisor owned by the partners of Dopkins & Company, LLP, a prominent Certified Public Accounting and consulting firm based in Buffalo, NY.

The new affiliation will unite two highly respected and like-minded professional services firms from Western New York and the Capital Region. Both BST and DWM have a history of successfully serving clients for decades in their respective regions.

“We are thrilled to expand our financial planning services, capabilities and offerings through Dopkins Wealth Management,” said BST & Co. Managing Partner Ron Guzior. “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.”

BST has offered its clients wealth management services for more than 20 years. By aligning with Dopkins Wealth Management, LLC, BST can advance its service offerings for existing and future clients.

Dopkins Wealth Management, LLC, a registered investment advisor, was founded in Buffalo, NY, in 1999 by the partners of Dopkins & Company, LLP, a certified public accounting firm. DWM serves in a fiduciary capacity as advisors to individuals, businesses, trusts, foundations and endowments, not-for-profit organizations and retirement plans.

“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. “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.”

Promoting financial stability and growth for businesses and organizations since 1947, BST recently relocated its Albany-based offices to 10 British American Boulevard in Latham. The expansive, 25,000-square-foot workspace features an open floor plan, abundant natural light, non-traditional work areas, extensive amenities and a nearby nature preserve and walking trail.

In addition to wealth management, BST offers a broad portfolio of accounting and auditing, tax, consulting, valuation, forensic accounting and litigation support. The firm’s expansive outsourcing division includes accounting, talent strategies and marketing services, available either a la carte or in combination with one another, to deliver tailor-made strategies for businesses and nonprofit organizations at all phases of development.

For more information about DWM visit www.dopkinswealthmanagement.com. For more information about BST & Co. visit www.BSTco.com.

About BST & Co., LLP
BST & Co. CPAs, LLP is a multi-disciplinary accounting and business advisory firm headquartered in Albany serving the needs of closely held companies, family-owned businesses, not-for-profit and governmental entities, and high-net worth individuals.

About Dopkins Wealth Management, LLC
Dopkins Wealth Management, LLC (DWM, Dopkins Wealth) is a Registered Investment Advisory (RIA) and consulting firm that specializes in providing wealth management services by incorporating tax planning, business succession planning, wealth preservation, and wealth transfer into our investment strategies and fiduciary-based solutions. Dopkins Wealth Management, LLC is a registered investment advisor owned by the partners of Dopkins & Company, LLP.

FOR FURTHER INFORMATION, CONTACT:
Mark Bardack or Christina Dehm
Ed Lewi Associates
P: (518) 383-6183
C: M. Bardack (518) 867-7943 or C. Dehm (518) 795-4577
E: mbardack@edlewi.com or cdehm@edlewi.com