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 28: ‘We were all set to enjoy our retirement’: My son invested in startups and we bailed him out with $100,000. What now?
- Apr 28: ‘I racked up $45,000 in credit-card debt doing home repairs’: Should I refinance my $1.5 million house — or take out a personal loan to pay it off?
- Apr 28: My late aunt gave her husband a life tenancy in her home — but her attorney won’t even let us see the will. Is this a bad sign?