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.

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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.

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Investment 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

Mark Loftus, CFP®
Managing Partner & Founder, LPWP Registered Principal, RJFS
Jeffrey Preusser
Jeffrey Preusser, CFP®
Senior Partner, LPWP Registered Principal, RJFS
Cynthia Hermosillo
Cindy Hermosillo
Vice President, LPWP Registered Client Services Manager, RJFS
Kelly Eagan
Ms Kelly Ann Eagan
Branch Administrator, LPWP Registered Client Service Associate, RJFS

An in-depth Process

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.

An experienced perspective

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.

A collaborative approach

Our mission is to provide the sage financial counsel needed at each crossroad in life, guiding you in pursuing the goals that bring your life meaning.
LINCOLN’S LINK: The Lincoln Highway, the first transcontinental road for autos in the U.S., stands more than a century later as a testament to a unified nation, and one interested in preservation – a value that we share.

Information & insight

Debt ceiling: Common sense prevailed

06/02/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Market moves back to focusing on the fundamentals

06/02/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Brighten up your estate plan this summer

Check in with your advisor and review dates to remember this season.
Estate & Giving

Outlining market lessons learned as summer starts

06/01/2023
Raymond James CIO Larry Adam provides insight and key takeaways on factors impacting the market.
Markets & Investing

Conflicting signals add uncertainty to Fed's rate path

05/31/2023
Choppiness in the equity market continues as investors look to see a debt limit deal approved.
Markets & Investing

Debt ceiling deal – what's in it?

05/31/2023
Washington Policy Analyst Ed Mills reviews the proposed agreement and discusses its potential market impacts.
Economy & Policy

Partner with us and explore your path confidently

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.