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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.  

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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