Dopkins Wealth Management, LLC

Chad Oconnell is a financial advisor at Dopkins Wealth Management, LLC with four years of industry experience. He holds the Series 63 designation and has been with Dopkins Wealth Management since 2004. Dopkins Wealth Management, LLC provides discretionary and non-discretionary investment management services to individuals, high net worth clients, trusts, small businesses, and qualified retirement plans. The firm’s investment strategy is based on Modern Portfolio Theory, focusing on diversified, buy-and-hold portfolios primarily using no-load mutual funds and ETFs, alongside conservative fixed income holdings where appropriate.

Thomas Emmerling is a CFP® professional with four years of industry experience, currently serving at Dopkins Wealth Management, LLC in Williamsville, NY. He has been associated with Dopkins Wealth Management since 1999 and with its parent firm, Dopkins & Company LLP, since 1974. Outside of his advisory role, Emmerling is the owner of 200 International Drive, LLC, an entity established to receive rent for Dopkins & Company. Dopkins Wealth Management, LLC provides discretionary and non-discretionary investment management services to individuals, high net worth clients, trusts, small businesses, and qualified retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified, buy-and-hold portfolios implemented primarily through no-load mutual funds and ETFs.

Treg Lewis is a financial advisor at Dopkins Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at BBX, Inc. for ten years. Outside of advising, Lewis is involved in woodworking through his ownership of Loon Woods, LLC, and provides consulting and project management services for Relco Systems, Inc. Dopkins Wealth Management serves individuals, high net worth clients, trusts, small businesses, and qualified retirement plans with discretionary and non-discretionary investment management. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified, buy-and-hold portfolios primarily using no-load mutual funds and ETFs, complemented by written investment policy statements, portfolio modeling, and periodic reviews.

Robert Canterbury is a financial advisor at Dopkins Wealth Management, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at BST Wealth Management, LLC, Mercer Allied Company, L.P., and The Ayco Company LP. Dopkins Wealth Management, LLC provides discretionary and non-discretionary investment management services to individuals, high net worth clients, trusts, small businesses, and qualified retirement plans. The firm employs a Modern Portfolio Theory-based approach, focusing on diversified, buy-and-hold portfolios primarily using no-load mutual funds and ETFs, and offers formal ERISA fiduciary analysis and governance services for plan sponsors.

Kevin Monheim is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He currently works at Dopkins Wealth Management, LLC and previously held roles at JPMorgan Securities LLC, JPMorgan Chase Bank, and Manning & Napier Advisors LLC. Dopkins Wealth Management advises individuals, qualified retirement plans, trusts, and small businesses, managing approximately $717 million in assets for about 289 client relationships. The firm employs a diversified, asset-class-based investment approach grounded in Modern Portfolio Theory and provides ERISA fiduciary reviews alongside portfolio management and retirement plan consulting.

Aidan Hart is a financial advisor at Dopkins Wealth Management, LLC with a Series 65 credential and approximately one year of industry experience. His prior experience includes roles at Canisius University and various other positions before joining Dopkins Wealth Management. Dopkins Wealth Management advises individuals, qualified retirement plans, trusts, and small businesses, managing approximately $717 million in assets for about 289 clients. The firm follows a broadly diversified, asset-class-based investment approach grounded in Modern Portfolio Theory and offers specialized services including ERISA fiduciary reviews and outsourced portfolio management.

Craig Cirbus is a financial advisor with Dopkins Wealth Management, LLC in Williamsville, NY, holding a Series 66 designation and 15 years of industry experience. He has been with Dopkins Wealth Management since 2004. Cirbus holds a New York State Life, Accident & Health insurance license and may make insurance product recommendations in an advisory capacity when requested. Dopkins Wealth Management provides discretionary and non-discretionary investment management for individuals, high net worth clients, trusts, small businesses, and qualified retirement plans, as well as participant-directed employee retirement plan services. The firm employs a Modern Portfolio Theory-based approach focused on diversified, buy-and-hold portfolios using primarily no-load mutual funds and ETFs, coupled with written investment policy statements, portfolio modeling, and periodic portfolio reviews.