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How We Work

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.

Just as your life is always changing and adapting to new situations, your wealth management solutions are not static and must remain dynamic.  To keep our ideas fresh and applicable, you will meet with us frequently. 

A typical year could consist of four regularly scheduled meetings where each meeting has a different focus.  For instance, your first quarter meeting with a Dugan & Lopatka Wealth Management professional will consist of a review of your investment portfolios, the second meeting will focus on revisiting and updating your financial goals, the third quarter will present an opportunity to discuss your estate plan with an insurance analysis, and as we move into the fourth quarter, we will work with you and your tax professional to create tax-efficient solutions.