Dugan & Lopatka Wealth Management

Managing Director/ Registered Representative

Dugan & Lopatka Wealth Management, LLC is a firm truly inspired by the financial well-being of our clients. Our process is a comprehensive and includes investment management, financial planning, estate and insurance analysis. We believe that a person’s financial well-being is an interlocking system where each component affects the next and where one cannot experience complete financial harmony without properly connecting all pieces.