News
Loft Private Wealth Surpasses $1 Billion in Client Assets | Quello Named to Barron's Top 1,200 Financial Advisors
Loft Private Wealth has achieved a significant milestone, reaching $1 billion in client assets by staying true to its mission of becoming an essential, trusted partner in clients' financial lives, and financial advisor Nathan Quello was named to Barron's "Top 1,200 Financial Advisors" list for the 10th year in a row.
Private Banking, Trust, Investment Management
Looking for Guidance on Charitable Giving?
With the holiday season approaching, it's the perfect time to discuss charitable giving strategies and suggestions for maximizing your donations. Here are a few tips from the advisors at Loft to help you make giving back meaningful and tax-savvy.