At Loftus Wealth Strategies we not only care about our clients but we are committed to community involvement.  We feel it is our responsibility to make a positive impact in the communities we serve whether it's through financial resources or volunteering time.   There are several local charities that we donate both time and money to, however there are two, that for personal reasons, we focus on year after year,  The Alzheimer's Association and Sussex Academy. 

We are excited to announce our 5th Annual Athlete's Against Alzheimer's 5k Run/Walk!

It's hard to believe that this is our 5th year.  We are going big this year and have set a goal of raising $50,000!!!

You can register, donate or become a sponsor by visiting

Registratrion is only $25 until May 31, 2019

I am personally involved with the Alzheimer's Association, because unfortunately, I like so many other Americans, watched a parent suffer.  After a courageous 8 year battle, my father Jim passed away in October 2013 from Alzheimer's.  Back in 2009 I wrote about my experience and what one should do to prepare for such an event.

Because of my experience, I wanted to honor my Father's legacy, bring awareness and hopefully raise money for a cure.  We are proud to announce that on Sunday August 2, 2015, we as an organization and my family will be the presenting sponsor for a race in downtown Bethany Beach.  To Learn more about ALZ and how you can help click the Learn More button.


Below are other local charities and organizations that we have supported either directly or through our clients, over the years.

"An investment in knowledge pays the best interest."- Benjamin Franklin.  

Knowing how difficult it is to receive an education that will not only prepare our children for college but what lies beyond that is the driving force behind our support for our local charter school.  Having three children whose education has always been a priority we have found that Sussex Academy is going to provide them with the best opportunities to excel later in life.  


Sussex Academy is a Charter School therefore they rely heavily on donations to maintain their buildings, pay their teachers, provide the necessary educational tools to the students and more.  We have been a contributor to their Capital Campaign which allows the school to expand each year.  To learn more about the school, it's mission and how you can help please click the Learn More button.  



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 venue or phone call  

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


32828 Reba Rd, Suite C

Millville, DE  19967


(302) 251-8901

Check the background of your financial professional on FINRA's BrokerCheck- 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.


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