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Mission

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.

We understand today’s financial environment. We understand that individuals face unique challenges as they prepare for retirement. And 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.

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. We look forward to working with you.