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.
