Michael Loftus, owner of Loftus Wealth Strategies in Millville, has recently been named a Five Star Wealth Manager for 2014 by Five Star Professional, a company that researches and recognizes outstanding service professionals.
According to FiveStarProfessional.com, Five Star Professional conducts research to help consumers with the important decision of selecting a service professional. Five Star Awards are presented to wealth managers, real estate agents, mortgage professionals, home/auto insurance professionals and dentists in more than 45 markets in the U.S. and Canada. The Five Star Award recognizes service professionals who provide quality services to their clients. Five Star Professional was started in 2003 and has earned an A+ rating from the Better Business Bureau.
Loftus Wealth Strategies is celebrating its five-year anniversary this year. “This award is a wonderful nod to my professional work, and happens to coincide with our five-year anniversary. I take great pride in caring for my clients, and so recognition as a Five Star Professional is an honor,” said Loftus.
“I provide a high level of experience, with hands-on attention.” said Loftus. “I enjoy the challenge of helping my clients achieve their dreams and desires, and to be recognized for this is a dream come true.”
Loftus’ business model is distinctive, and as thoughtfully as he created the business plan in 2009, he equally meticulously works with his clients to create their own focused plan. Loftus Wealth Strategies offers investment advisory services featuring individualized strategies to protect, save, accumulate and manage clients’ portfolios. Loftus has openings for new clients but plans to cap the service at 125 households.
“I deliberately maintain a small client base in order to provide focused attention for my clients.” said Loftus, making the business model both individualized and all-encompassing, offering wealth management and financial planning, legacy planning and more. Loftus also offers free financial educational programs, or workshops, which boost financial wellness.
Loftus also attributes much of his success in a relatively short time to being a local company, providing small-town service with big-city experience. “I am very proud that I am local. My clients know they are being serviced with top-notch expertise right in their own backyard. One may reside in our area and know that your professional must-haves can be met right here” said Loftus.
Loftus Wealth Strategies is at 35785 Atlantic Ave., Millville.