Verified recordFinancial Services

Michael Loftus

Founder at Loftus Wealth Strategies

Based in Bethany Beach, United States

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Seniority

C-Team

Department

General Business & Management

Location

Bethany Beach

Industry

Financial Services

Company size

3

Contact information

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Email

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m•••••••@lwsde.com

Phone

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Background

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.

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