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For Business Owners
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We offer strategic planning for both small businesses and corporations...
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Investments
Loft Wealth Management Group Inc. has a variety of investment products available. All of which serve their own individual purpose and all of which can be integrated into your financial plan. We deal with a variety of investment fund companies and other financial... Read more
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Banking Services: Solutions Banking™
Loft Wealth Management Group Inc. provides clients with a full line of banking services and products that compliment the financial planning work that we do. Our banking services are open 24 hours a day 7 days a week. The following is a list of the services... Read more
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News
- Sep 7: ‘Should we let them sink or swim?’: Our daughter and son-in-law spend more than they earn. Should I intervene?
- Sep 7: ‘My husband blew a gasket’: I bought a $20,000 Toyota SUV using financing. My spouse said, ‘Pay it off immediately.’ Did I get a bad deal?
- Sep 7: ‘It’s the story of my life’: Have I missed the boat on 5% CDs? I was too late to invest my $50,000 in the housing market.