About Us
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.
Our 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 on 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.
Roy E. Cook, Jr. CPFA® , AIF®
President
Roy Cook is the president of Dugan & Lopatka Wealth Management and has been in the industry of investment management and advising for more than 25 years.