• Our Process
  • About Michael
  • Upcoming Events

Loftus Wealth Strategies delivers innovative financial solutions, while building a unique and powerful partnership.

Thank you for stopping by our website, as we know how important everyone's time is. We hope you find our site easy to navigate, and a beneficial resource to help you achieve your personal and professional goals.

This is Michael and family, of Loftus Wealth Strategies, take care and we hope to see you soon!


Our process & strategies…

In financial planning far too often people are sold "boxed" financial products. While each product solves a problem, each product works independently to serve only its intended purpose. The products run on auto-pilot and very little attention is given to any integrated financial strategy. At Loftus Wealth Management we believe that financial success comes by focusing on strategy and attention. Our approach is to develop your financial strategy first.

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About Us…

Michael Loftus learned at an early age what makes a successful entrepreneur: vision, dedication to customer service, motivation to be excellent, creativity, ingenuity, and a hefty dose of hard work.

Michael’s father Jim owned a small construction equipment company in the Philadelphia area.......

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Welcome to our website

What's Trending Now...

2015 Tax Planning Guide

 As the end of the year approaches, we know you are busy with holidays, family, and travel, but it is also a good time to do some last minute tax planning. As a courtesy, we want to provide you with a few eleventh-hour tax tips you may find useful. Although tax planning is rarely fun, these strategies could help you keep more of your hard earned money. Read now…

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Events & Workshops…


                 February 18, 2015 9am-12pm

             Continuing Educational Series

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