Dugan & Lopatka Wealth Management

Dugan & Lopatka Wealth Management, LLC is a firm truly inspired by the financial well-being of our clients. Our process is a comprehensive and interlocking system that includes investment management, financial planning, estate and insurance analysis.

We believe that a person's financial well-being is an interlocking system where each component affects the next and where one cannot experience complete financial harmony without properly connecting all pieces (or these services).

At Dugan & Lopatka Wealth Management our mission is to learn more about you, to understand your needs, your wants, and your goals, and help you identify the personal finance strategies that help improve your lifestyle today and provide the foundation for a sound retirement in the years ahead.

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.The Dugan & Lopatka Wealth Management team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come.

Dugan & Lopatka Wealth Management is a full service wealth management firm specializing in the successful outcome of your financial well-being. Our range of clients include individuals, corporations, business owners, retirement plans, endowments, foundations and pensions. Tax, Audit, and Accounting Services are offered for a wide variety of clients by Dugan & Lopatka, CPA's.

Let Dugan & Lopatka Wealth Management assist you in successfully addressing all your financial goals. Financial planning has a different meaning depending on where you are in your stage of life. This could include planning for a specific goal, college, retirement, taxes, or end-of-life concerns. Not planning for these events could result in you making less optimal decisions and negatively impacting your finances for years to come.

At Dugan & Lopatka Wealth Management our process begins by getting to know where you are financially and then working with you to develop a customized solution to work towards your future financial goals. You may have a unique situation that deserves close attention.

At Dugan & Lopatka Wealth Management our process begins by getting to know where you are, and then working with you to develop a customized solution tailored to work towards your future goals.Once we have a solid foundation, we take a comprehensive view of all your assets and create an investment management strategy that ultimately becomes an important component in helping you with your financial success.