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

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
Kelly 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

When buying luxuries, your portfolio can be powerful collateral.
Read
Family & Lifestyle
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Read
Retirement & Longevity
Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
Read
Markets & Investing
Review the latest Weekly Headings by CIO Larry Adam.
Read
Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
Economy & Policy
Raymond James Chief Investment Officer Larry Adam considers the impact of the recent development in the trade war and provides insight on what it could mean for the markets and investors.
Read
Markets & Investing

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.

© 2022 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use

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.