At Loftus Wealth Strategies it is our goal to help you turn your retirement dreams into a reality. Working together, we will evaluate your finances, develop a strategy that is unique to your needs and wants, work with you closely to implement that strategy, and guide you long-term to ensure success.
Michael, founder of Loftus Wealth Strategies, has a unique story. After working for 20 years on the distribution side of the business he made a leap of faith in 2008, during one of the worst financial crisis's of our times, to start a financial planning and wealth management firm for select individuals.
Michael, founder of Loftus Wealth Strategies, has a unique story. After working for 20 years on the distribution side of the business he made a leap of faith in 2008, during one of the worst financial crisis's of our times, to start a financial planning and wealth management firm for select individuals.
Services
From the first conversation we want to understand who our clients are and what's most important to them. We believe that wealth management is more than providing advice about your money. It's about standing alongside you, treating you as a human being not a sales quota or faceless name. It's about gaining your trust and knowing that we are always working for you and with you, not around you.
Loftus Wealth Strategies believes that customized planning and goal-based investing is at the core of wealth management. Below you will find more information regarding financial planning and investment management, as well as employer-sponsored retirement plans. After sitting down with clients year after year we have learned that one of the greatest fears they have is running out of money before running out on life.
It means we are the perfect size to deliver attentive, personalized service to every one of our clients. Our services go beyond managing your investments. As you grow older you're financial decisions grow more important and more complex. You want reassurance that you're making smart decisions and that each one supports the next one.
If you have an account at United Planners or Fidelity and would like access please contact us for your initial registration and setup. If you are having difficulties accessing your accounts, please contact our office for assistance. We have the ability to do screen shares or video conferencing, at your convenience.
Our Team is passionate about helping you achieve your financial goals. We are good listeners, collaborators, and creative thinkers. Client relationships are the foundation of who we are, and we hope to earn your trust and the role of your wealth manager for years and generations to come. Michael is the founder and the financial expert.
Reviews (1)
Ray Sargent
Jul 22, 2019
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