Dugan & Lopatka Wealth Management

Dugan & Lopatka Wealth Management, LLC is a division of the accounting firm Dugan & Lopatka, CPAs, founded to meet the growing need of the firm's clients for independent and objective wealth management services. The firm specializes in providing comprehensive financial planning and investment management for business owners, professionals, and their families. Their mission is to serve as a trusted advisor, helping clients make smart, well-informed decisions about their money to achieve their financial goals.