Guided Wealth Portfolios | Dugan + Lopatka Wealth Management

Our Unique Online Platform

Guided Wealth Portfolios is our new digital investment platform designed to help you plan for retirement, save for a major purchase, or simply put your money to work for you by investing in the market.

You still get the Dugan + Lopatka wealth Management experience and expertise, but with the added convenience and transparency of a digital investing platform.

Guided Wealth Portfolios offers investment management designed to help you pursue your financial objectives. By investing with us, you receive a diversified portfolio of low-cost ETFs.*

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*Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliates of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

An investment in exchange-traded funds (ETFs), structured as a mutual fund or unit investment trust, involves the risk of losing money. An investment in ETFs involves additional risks such as non-diversification, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.

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