MEET THE INSTRUCTOR

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