Dugan & Lopatka Wealth Management

Dugan & Lopatka Wealth Management, LLC is committed to achieving client satisfaction through the delivery of quality, value-added wealth management services and by listening to our clients.

In simplest terms, Dugan & Lopatka Wealth Management helps our clients articulate and pursue their financial goals and welcome the opportunity to do so.

Give Roy E. Cook, Jr., Managing Director, Dugan & Lopatka Wealth Management, a call today at (630) 665-0914 or visit us at dl-wealth.com.  Leo M. Misdom serves as the branch manager of Dugan & Lopatka Wealth Management.  He can also be reached at (630) 665-0914.

Dugan & Lopatka Wealth Management is not part of Dugan & Lopatka CPAs, PC. Our registered representatives offer securities through Cetera Financial LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Investment Adviser Representative offering advisory services through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity.