Trust. Confidence. Respect.
Trusted One PlaceTM
Lofy Group® provides comprehensive wealth management services, uniting the disciplines of financial and investment management for wealthy families and their businesses. Our qualified and experienced team builds customized wealth management strategies to help you pursue the life you desire.
We offer integrated wealth management strategies delivered with integrity and a distinctly personal touch - services that go beyond portfolio design and management - allowing you to pursue your dreams and strive to turn life's aspirations into financial realities.
Feel confident that you have considered the options, risks and opportunities. Trust that you are in charge of your financial affairs and that they are operated under a comprehensive financial strategy which is designed by and for you, and is professionally monitored.
We want to walk with you, toward and in retirement.
Lofy Group is an integrated wealth management firm serving wealthy families and successful businesses through the strategic integration of financial services.
Read More »
For our clients, our extensive services, commitment to quality, disciplined approach and personal relationships are what set us apart from the rest.
Read More »
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
It's important to make sure your retirement strategy anticipates health-care expenses.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Understanding how a stock works is key to understanding your investments.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Here is a quick history of the Federal Reserve and an overview of what it does.
There’s an alarming difference between perception and reality for current and future retirees.
The market is as unpredictable as the weather. We’d love to help you prepare.
The decision whether to buy or rent a home may have long-term implications.
Investors seeking world investments can choose between global and international funds. What's the difference?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.