A complete list of active advisors currently associated with Loftus Wealth Strategies
Warmer can help you find a great advisor at Loftus Wealth Strategies or one who fits your needs even better.
Loftus Wealth Strategies LLC is a fee-only registered investment adviser that provides investment management and financial planning primarily to individual and high-net-worth clients; the brochure states an account minimum of $350,000 (which may be waived) and describes negotiated fixed fees for financial plans. The firm identifies itself as a solo practice and documents client objectives and risk tolerances in an Investment Policy Statement for each client. The adviser offers discretionary portfolio management using mutual funds, equities and ETFs and employs a blend of passive and active strategies, with both long‑term and short‑term trading. The brochure describes the firm’s analytical methods (charting, cyclical and technical analysis), requires clients to custody assets at Charles Schwab, and explains that LWS may recommend outside managers whose fees are collected as a single combined charge and remitted to the firm. Notable distinctions in the brochure include the principal’s status as a licensed insurance agent who no longer sells insurance and is not affiliated with any insurance company, and ownership of Loftus Coaching & Consulting, which provides consulting and marketing services to other financial advisors. The firm also specifies operational practices—such as providing at least a one‑page plan update annually and issuing monthly custody statements—that supplement its investment services and underscore its focus on written deliverables and third‑party manager relationships.
To learn more about the advisors currently working at Loftus Wealth Strategies, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bethany Beach, DE
| 27
|
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