Broker Check

Who We Are

Specializing in the successful outcome of your financial well-being

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.  

Duganlopatka.com may contain links to external websites that are not provided by, maintained by, or in any way affiliated with Cetera Financial Specialists LLC and does not guarantee the accuracy, relevance, timeliness, or completeness of any information on these external websites.