Clients
For our existing clients, please find links below for ease of access to your accounts.
Personalized Wealth Management, Tailored to You
At Dugas & Associates, we believe your financial journey deserves a level of attention and service that reflects your unique goals and circumstances. That’s why we offer a tiered service model designed to provide increasing levels of access, customization, and strategic support based on your evolving financial needs. Each tier includes a thoughtfully curated set of services—investment management, retirement planning, estate coordination, tax strategies, and more—aligned to deliver the highest value at every level.
What are you waiting for?
