CALIFORNIA CONSUMER

Dugan & Lopatka Wealth Management, LLC is a firm truly inspired by the financial well-being of our clients. Our process is a comprehensive and interlocking system that 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 (or these services)... 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... Who We Are - Dugan Lopatka Wealth Management is a full service wealth management firm.

Primary location: Warrenville United States