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Dugan & Lopatka Wealth Management

Dugan & Lopatka Wealth Management offers all-encompassing services for our clients. Whether a veteran of success, or are just starting to manage your portfolio, Dugan & Lopatka Wealth Management can help you pursue your goals!

GROWING YOUR FINANCIAL FUTURE

Who We Are

We create strategies that are tailored to your needs and goals.

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What We Do

Years of experience have prepared us to guide you through your life transitions.

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How We Work

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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We focus on our client's success!

Dugan & Lopatka Wealth Management understands that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

What We Do

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.
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