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 focused on facilitating superior service and sound advice with a personalized touch. He’s held senior-level positions managing sales, marketing and national account teams for multibillion-dollar financi
al 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. Loftus Wealth Strategies is a Registered Investment Advisory Firm. This is not Investment Advice
Specialties: Security Registrations - Series 7, 63, 66, 26, Life & Health
