Explore your path confidently With a trusted financial guide
Your winding path in life has led you here, and from here, you want to make sure you’re headed in the right direction. The team at Loftus & Preusser Wealth Partners can help.
As your financial partner, we strive to take you further down the path of pursuing the most meaningful financial goals in your life.
Whether you want to save for retirement or build a legacy that lasts generations, we’ll use our decades of experience to help you navigate at each financial crossroad. Throughout the journey of life, we will be your trusted advisor to help you develop a financial plan with the right investments that fit your life goals.
Learn MoreA map for your lifelong journey
Over the years, we’ve developed a thoughtful process for managing and preserving wealth. Through this process, we create for you a comprehensive financial plan that serves as a road map for your lifelong journey, with services for every milestone along the way.
Learn MoreInvestment Management
As your dedicated financial guide, we carefully develop an investment strategy for you based on your unique goals and needs using institutional-quality portfolio options. Managed by a seasoned team of professional investment managers, Raymond James Freedom portfolios employ a disciplined, systematic process to manage risk and return – all backed by award-winning research and due diligence.
Legacy Planning
Retirement Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
Tax Planning
Your team for the road ahead
Information & insight
Understanding long-term care
Understanding the difference between long-term care and long-term disability
Bond market perspective
How AR is impacting business


- 1901 Butterfield Road, Suite 100 Oak Brook, IL 60515
- T: 630.566.9200
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc., is not a registered broker/dealer and is independent of Raymond James Financial Services. Loftus & Preusser Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
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in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.