FREE LIFE INSURANCE QUOTE
Enter your date of birth to get started.
For Business Owners
We offer strategic planning for both small businesses and corporations...
Read moreInvestments
Loft Wealth Management Group Inc. has a variety of investment products available. All of which serve their own individual purpose and all of which can be integrated into your financial plan. We deal with a variety of investment fund companies and other financial... Read more
Banking Services: Solutions Banking™
Loft Wealth Management Group Inc. provides clients with a full line of banking services and products that compliment the financial planning work that we do. Our banking services are open 24 hours a day 7 days a week. The following is a list of the services... Read more
Book a meeting
News
- Apr 27: His daughter whispers, ‘Where are your paychecks?’ in his ear. My stepfather is in a nursing home with dementia. How can my mother and I protect him?
- Apr 27: I’m 55 with no kids. I was unhappy at work so I took early retirement. I’ve more than $2.7 million in stocks and $1.6 million in real estate. Is that enough?
- Apr 27: How populism’s worst ideas about trade and immigration threaten U.S. economic growth