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Wealth Management With <br/>Clarity and Confidence

Wealth Management With
Clarity and Confidence

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!

Our Process

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 strategy to work towards your future financial goals.

Discover

Data-driven analysis is the foundation for everything we do.

Design

Individualized strategies aim to ensure that your goals are always a priority.

Deliver

Our comprehensive financial management means we’re ready to address your every need.

We strive for excellence as much as you do

Let Dugan + Lopatka Wealth Management strive to assist you in successfully addressing all your financial goals.


Retirement

The idea of not working anymore will cross your mind during your life.

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Insurance

While you cannot accurately predict catastrophic events, you can seek to protect yourself from the resulting financial hardship.

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Investments 

Our process for investing involves a diversified approach to asset allocation.

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Estate

Leaving a legacy can mean much more than a transfer of wealth.

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Download Our E Book 

8 Timeless Principles of Investing: 
Pursuing a sound financial strategy doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Our Team Is Your Team

Our Team Is Your Team

Dugan + Lopatka Wealth Management is a full service wealth management firm and our goal is to help guide our clients towards financial well-being. Our range of clients include individuals, corporations, business owners, retirement plans, endowments, foundations and pensions.

Knowledge Library

Our insights are at your fingertips. Are you interested in retirement strategy, wealth management, or other financial topics? You’re welcome to browse our learning resources and connect with a financial professional when you’re ready for critical next steps.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.
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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.
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We Want to Hear From You

Ready to talk about your financial goals? Let’s schedule an introductory phone call to get to know each other.

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