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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.

About Michael…A seasoned professional developing highly personalized financial strategies focused on meeting client’s needs and challenges.
 (And let's not forget an avid golfer and Nova Basketball Fan.)

Michael Loftus is a seasoned and well tested professional with over 30 years of business experience, with 20 of those years focused in the financial industry.

 

Michael held senior level positions managing sales, marketing, and national account teams for multi-billion dollar financial institutions, and has worked closely with several top money management firms. He was a member of the prestigious Ibbotson and Associates advisory board, a leading asset allocation firm. His diverse expertise in the financial services industry provided the foundation for Michael’s unique insight on investing and serves as an integral and valuable component when advising his clients.

 

Armed with this expertise, Michael left the comforts of corporate America to start his own Financial Planning and Wealth Management firm in 2009.  Spurred by his desire to offer top-notch and individualized service, he founded Loftus Wealth Strategies, a boutique wealth management service and works with no more than 125 households in order to offer superior advice and individualized attention to his clients.

 

Over the years, Michael has strategically grown his practice while remaining committed to his emphasis on customer service and high-level planning. He created a team of highly motivated professionals who share his vision and drive. Michael, and Loftus Wealth Strategies team, looks forward to making his clients’ dreams of financial wellness a reality.

 

Michael, like his father and siblings, graduated from Villanova University in 1986.  Today, he is die-hard fan, traveling 2 hours each way to catch Wildcats’ home games.  In 2016, he had the experience of a lifetime, watching his beloved Wildcats play in a basketball Final Four, and ultimately being part of winning their 1st championship in 35 years.

 

Michael, his wife Stacie, and their children Padraig, Claire, and Brighid live in the Bethany Beach, Delaware area.  Outside of work, he is involved with kids sporting activities and is in his 3rd year as the golf coach at Sussex Academy in Georgetown, DE.  Michael is an impassioned champion of research for Alzheimer’s Disease after his Dad Jim passed away from the disease in 2013.  He started the Athletes Against Alzheimer’s 5k walk/run race in Bethany Beach, Delaware in August 2015 and has raised over $62,000 in just three years.

302-251-8901

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