Loftus Wealth Strategies is a fee-only, fiduciary registered investment advisory firm based in Bethany Beach, Delaware, with an additional office in Ponte Vedra, Florida. The firm serves individuals and families preparing for or living in retirement, including clients across Delaware, the Eastern Shore of Maryland, Eastern Pennsylvania, New Jersey, and Northern Virginia, as well as clients in other locations through technology. Its services include investment management, personalized financial planning, retirement income planning, tax strategy, estate planning, and wealth transfer.

These areas are coordinated to help clients address interconnected decisions, such as Social Security timing, required minimum distributions, income sources, and plans for their estates. Loftus Wealth Strategies follows a five-step process: Explore, Evaluate, Envision, Execute, and Educate. Ongoing support includes monthly market updates, educational videos, and client communication.

Prospective clients can begin with a complimentary 30-minute discovery call, held in person or by video, with no pressure to proceed. The firm also provides educational resources, events, and a free guide to its Living Financial Plan