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 More
A 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 More
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.
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.
Your team for the road ahead
The journey toward your goals begins with a time-tested process, during which we get to know who you are on a deeper level and the direction you want to go next in life.
From rough financial seas to one of the longest bull markets in history, we’ve been there. We share our practice’s long-term perspective through client commentaries.