Broker Check

Finding Your Fit

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Client Centered

You, your neighbor, and your wealthy friend in another state do not share the same in needs taxation and investment comfort. Your assets are hard won. And they matter in retirement. So does your relationship with a money manager. At Loeffler Wealth Management, putting your assets to work and helping you enjoy the retirement you earned is what makes us wake up excited every day to come do the job we love. Compared to some brokers, banks and advisors who sell you a “cookie-cutter” group of Mutual funds or an Annuity, we get to know you. We keep your best interests at the forefront while looking at longevity, your tax situation and most importantly making sure you can sleep at night with the investments you have.

We are driven by your goals, whether your goals include travel, a lake house, leaving a legacy for generations yet to come or just not having to worry about money and enjoying a simple dignified retirement.

Suggested Content

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Learn More
What Is the Dividend Yield?

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Learn More
Fixed or Variable Mortgage, Which Should You Pick?

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Learn More