Meet the professionals who can help you

pursue your goals

We guide individuals and families toward their ideal retirements.

Meet Our Team

We’re good listeners, creative thinkers and passionate about helping you achieve your financial goals. Client relationships are the foundation of who we are, and we hope to earn your trust and the role of your wealth manager for years and generations to come.

Michael Loftus


Spurred by a desire to offer top-notch and individualized service, Michael Loftus left the comforts of corporate America in 2010 to start Loftus Wealth Strategies, a boutique wealth management firm working with no more than 100 households to facilitate superior service and sound advice with a personalized touch.

Michael is a seasoned and well-tested professional with over 30 years of business experience, with 25 of those in the financial industry. He’s held senior-level positions managing sales, marketing and national account teams for multibillion-dollar financial institutions and has worked closely with several top money management firms.

Making the switch from the corporate side was not an easy one, from having many resources to building a business from scratch. But Michael jumped in to make sure he had the best technology, financial planning and investment processes, and more. This learning curve continues today, as Michael wants to ensure a top-notch experience for all his clients. His dedication to educate and communicate is what drives him every day.

Superior service sometimes requires travel, and Michael makes it happen. Recently, several of his long-term clients moved to Florida full-time, so the Loftus Wealth Strategies team opened a satellite office in Ponte Vedra, Florida. This allows Michael to make regular visits to his valued clients, as well as bring in a select group of new clients to serve. Regular visits and our clearly defined process will continue to ensure a unique experience. The trips down south also allow Michael to visit his daughter while she finishes school.

Michael and his wife, Stacie, live in the Bethany Beach, Delaware, area. Stacie owns and operates Seaquels, a high-end consignment shop. She also offers interior design and remodeling services. Their son, Padraig, graduated from Villanova University in 2022 and has started his career in the financial services industry. Daughters Claire and Brighid are currently attending college out of state.

Like his father, siblings and son, Michael attended Villanova University, graduating in 1986. He remains a die-hard fan of the Wildcats, traveling two hours each way to catch their home games. Outside of Nova hoops, Michael can be found on the golf course, on his boat or following his passion for photography.

Michael is an impassioned champion of research for Alzheimer’s after his dad, Jim, passed away from the disease in 2013. He started the Athletes Against Alzheimer’s 5k walk/run race in Bethany Beach in August 2015 and has raised over $100,000.

Claire Loftus

Marketing & Social Media

Ashlie Snelling

Director of Operations

Ready to Take

The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend an event.

Or give us a call at 302.251.8901.

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