Capital Asset Management Group, 135 Atlantic Ave, Millville, DE 19967, US

Loftus Wealth Strategies is a registered investment advisory firm based in Ocean View, DE, and Ponte Vedra, FL. With a commitment to providing personalized financial planning services, their team helps individuals create retirement strategies tailored to their unique needs and objectives. Through a holistic approach to financial planning, they aim to grow and protect their clients' savings, regardless of market conditions. With a focus on building long-term relationships, Loftus Wealth Strategies offers a comprehensive process that includes evaluating clients' current financial situations, determining their risk tolerance, and envisioning retirement goals. They then execute investment strategies and provide ongoing education to ensure clients stay informed about their accounts. Their expertise extends to life insurance, which they highlight as an asset that can help protect against tax rate increases and provide benefits while the insured is still living.Generated from the website