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STAY SAFE

MEET VIRTUALLY

Being virtual means you do not have to leave the  safety and comfort of your home.  As long as you have a device and the internet, we can meet.  Meet us when it is convenient for you, from wherever you are.  We can engage with you in via Zoom, a secure, on-line environment.  

Your Retirement Dreams Matter

 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 LOFTUS, NOT YOUR AVERAGE ADVISOR

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.  From the beginning he made the commitment to stay small, no more than 75 households, so that he could  provide personalized and custom portfolio management to his clients.  He's an advisor who thinks outside the box, doesn't buy into the "Buy and Hold" investment philosophy and believes that communication is the key to our successful relationships with our clients.  

Are the Choices you made in the past helping you realize your dreams today?

It's never too early to create

a sound financial plan.

Check out the latest posts from our Wealth & Wisdom Blog

GET STARTED

SCHEDULE A VIRTUAL APPOINTMENT

Being virtual means you do not have to leave the  safety and comfort of your home.  As long as you have a device and the internet, we can meet.  Meet us when it is convenient for you, from wherever you are. 

We can engage with you via Zoom, a secure, on-line environment.  

Want us to contact you?  Just fill out the form below and we get back to you as soon as possible.

To schedule a meeting in person call our office at (302) 251-8901

MAILING ADDRESS:

32828 Reba Rd, Suite C

Millville, DE  19967

​

PHONE:

(302) 251-8901

Check the background of your financial professional on FINRA's BrokerCheck- https://brokercheck.finra.org The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by third parties to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

*Securities and advisory services offered through United Planners Financial Services, member FINRA, SIPC. Loftus Wealth Strategies and Untied Planners Financial Services are not affiliated. 

*We are licensed to sell Securities in DE,PA, MD,IL,NC. Insurance-related services may not be provided to individuals residing in any states other than DE,PA, MD,IL,NC.

302-251-8901

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