Spurred by a desire to offer top-notch and individualized service, Michael Loftus left the comforts of corporate America in 2010 to start Loftus Wealth Strategies, a boutique wealth management firm to facilitate superior service and sound advice with a personalized touch.
Michael is a seasoned and well-tested professional with over 30 years of business experience, with 25 of those in the financial industry. He's held senior-level positions managing sales, marketing and national account teams for multibillion-dollar financial institutions and has worked closely with several top money management firms.
Making the switch from the corporate side was not an easy one, from having many resources to building a business from scratch. But Michael jumped in to make sure he had the best technology, financial planning and investment processes, and more. This learning curve continues today, as Michael wants to ensure a top-notch experience for all his clients. His dedication to educate and communicate is what drives him every day.
Superior service sometimes requires travel, and Michael makes it happen. Recently, several of his long-term clients moved to Florida full-time, so the Loftus Wealth Strategies team opened a satellite office in Ponte Vedra, Florida. This allows Michael to make regular visits to his valued clients, as well as bring in a select group of new clients to serve. Regular visits and our clearly defined process will continue to ensure a unique experience.
Michael and his wife, Stacie, live in the Bethany Beach, Delaware, area. Stacie owns and operates Seaquels, a high-end consignment shop. She also offers interior design and remodeling services. Their son, Padraig, graduated from Villanova University in 2022 and has started his career in the financial services industry. Daughters Claire and Brighid are currently attending college out of state.
Like his father, siblings and son, Michael attended Villanova University. He remains a die-hard fan of the Wildcats, traveling two hours each way to catch their home games. Outside of Nova hoops, Michael can be found on the golf course, on his boat or following his passion for photography.
From the beginning, Loftus Wealth Strategies has committed to staying small, so that we can provide personalized service and custom portfolio management for our clients.
We're good listeners, creative thinkers and passionate about helping you achieve your financial goals. Client relationships are the foundation of who we are, and we hope to earn your trust and the role of your wealth manager for years and generations to come.
Additional offices located at 90 Fort Wade Road, Suite 100 Ponte Vedra, FL 32081
General Information |
| Firm Start Year: | 2010 | |
| No. of Employees: | 2-4 | |
| States Licensed in: | DE, FL, NC, PA, MD |
| Number of Years with Current Firm: | 14 |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting, Tax Advice and Services |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Alternative Investments |
| Can meet clients in the following ways: | Phone, Your Home, Our Offices, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Health, Life, Long Term Care, Variable Life |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Hourly, Based on Assets |
| Fee % Based on Assets: | .75 - 1.25 |
| Additional Details on Charges: | For our fee you will receive Financial Planning, Tax Planning and Investment Management services. We also have a detailed ongoing client service process that we follow to ensure several contacts a year. |
Education |
| Bachelor of Arts | Villanova University / |
Financial Services |
| 401K Rollovers
Retirement can be a confusing time, especially with all of the options for your 401k rollover. As a fiduciary, we discus style best options for you, with no conflicts. |
| Tax Advice and Services
We have very robust software to provide insight to your tax situation. We'll also be able to create many scenarios from tax harvesting at year end, to Roth conversions. Tax planning has become a big part of our planning process with clients. |
| Financial Planning for Individuals
Financial Panning will cover so many areas including; when can I retire, will I have enough money, investments, insurance, to name a few. But we consider a Plan a living and breathing documents, as changes occur during your journey. That is why we update and deliver a one page plan on a yearly basis. |
| Insurance Planning
During our Financial Planning process, we will to see if there is a need for life insurance. This could include for tax and legacy planning and or Long Term Care. |
| Investment Advice & Management
We are believers of active management, with a go anywhere process. Our base is macro analysis, from this data we can determine what cycle we are in. Then we will build our portfolios, with guidance from technical analysis.(Charts) We do keep it simple when explaining to clients and prospects. |
Disclosures |
| WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| Loftus Wealth Strategies is a Registered Investment Advisory Firm |
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
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