Welcome to Lofy Group Wealth Management

The Lofy Group® provides comprehensive wealth management services, integrating the disciplines of financial and investment management, law, and tax and accounting, for wealthy families and their businesses.  Our highly qualified and experienced team builds customized wealth management solutions to give you the freedom to live the life you desire. 

This website is jointly sponsored by the Lofy Group® Family of Companies -- Lofy Group Wealth Management Inc.; Lofy Group Attorneys at Law P.C.; and Lofy Group Certified Public Accountants P.C. -- three companies working together with a single mission, to provide you with the best quality comprehensive wealth management, and to help you...
Connect Your Money To Your Life™


Lofy Group Attorneys at Law, PC provides sophisticated and specialized legal services in the areas of estate planning, business law, asset protection, intellectual property and litigation.  All of our attorneys are experienced in their practice areas, and each adheres strictly to the Lofy Group standards of professionalism, client loyalty and excellence.  Client satisfaction is our number one concern.


Lofy Group Wealth Management, Inc. provides overview wealth management, financial planning, asset management, retirement planning, education funding, and a host of other financial services.  Our advisors pride themselves on offering independent, unbiased financial advice and strategies to our clients.  Lofy Group Wealth Management, Inc. leverages the research, back office and other services of LPL Financial, the nation’s number one independent broker/dealer.(Based on total revenues, as reported in Financial Planning Magazine,  June 1996-2010)


Lofy Group Certified Public Accountants, PC provides tax planning and tax preparation services to our valued clients.  Our tax professionals specialize in proactive planning to minimize income taxes, and estate and gift taxes.

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Connect Your Money To Your Life™
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Estate planning
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