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<br />Dugan &#38; Lopatka Wealth Management


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!

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 on your needs, wants, and long-term goals.

Our team of professionals have 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.

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.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
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Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?
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Potential Income from an IRA

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.
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