Michael Loftus
Founder & Wealth Advisor at Loftus Wealth Strategies | Delivering Personalized Wealth Management with 30+ Years of Experience
- Role
- Founder at Loftus Wealth Strategies
- Location
- Bethany Beach, DE, US
- LinkedIn followers
- 500 followers
About Michael Loftus
Driven by a passion for delivering exceptional, tailored service, I founded Loftus Wealth Strategies in 2010 after leaving corporate America. My mission is simple: provide clients with superior financial guidance and a personalized approach to wealth management. With over 30 years of business experience—including 25 years in the financial industry—I bring a seasoned perspective to help clients navigate their financial journeys with confidence. My career includes senior-level roles overseeing sales, marketing, and national account teams for multibillion-dollar financial institutions, where I collaborated with top-tier money managers. Transitioning from corporate to entrepreneurship was a bold leap, requiring me to build a firm from the ground up. Today, I’m committed to leveraging cutting-edge technology, robust financial planning, and innovative investment strategies to deliver a top-notch client experience. My dedication to educating and empowering clients fuels my work every day. At Loftus Wealth Strategies, it’s not just about wealth—it’s about building trust, fostering clarity, and creating lasting financial success. Although we have physical office in Delaware and Florida, we serve client throughout the country.
Experience
Founder
May 2009 — Present · Bethany Beach, DE
Driven by a passion for delivering exceptional, tailored service, I founded Loftus Wealth Strategies in 2010 after leaving corporate America. My mission is simple: provide clients with superior financial guidance and a personalized approach to wealth management. With over 30 years of business experience—including 25 years in the financial industry—I bring a seasoned perspective to help clients navigate their financial journeys with confidence. My career includes senior-level roles overseeing sales, marketing, and national account teams for multibillion-dollar financial institutions, where I collaborated with top-tier money managers. Transitioning from corporate to entrepreneurship was a bold leap, requiring me to build a firm from the ground up. Today, I’m committed to leveraging cutting-edge technology, robust financial planning, and innovative investment strategies to deliver a top-notch client experience. My dedication to educating and empowering clients fuels my work every day. At Loftus Wealth Strategies, it’s not just about wealth—it’s about building trust, fostering clarity, and creating lasting financial success.
Education
Villanova University
BA
1982 — 1986
Skills
- Portfolio Management
- Wealth Management
- Small Business
- Asset Management
- Mutual Funds
- Asset Allocation
- Financial Planning
- Insurance
- Investments
- Investment Advisory
- Estate Planning
- Annuities
- Strategic Planning
- Financial Markets
- Alternative Investments
- Retirement
- Risk Management
- Entrepreneur
- Long Term Care
- Investment Strategies
- Retirement Planning
- Series 7
- Financial Analysis
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