Professional Overview

 

Thomas Lofy graduated with High Distinction from the University of Arizona, with a Bachelor of Science in Accounting, where he was on the National Distinction List, and was awarded University Scholarship Honors, and Membership in the Scholastic Honorary Societies of Phi Kappa Phi and Beta Gamma Sigma.  He later graduated with High Distinction from the University of Arizona College of Law, where he was awarded the distinctive Order of Coif, and served as Executive Editor of the Arizona Law Review. 

 

Mr. Lofy is a CERTIFIED FINANCIAL PLANNER™, an Attorney, a Certified Public Accountant, an Accredited Investment Fiduciary, and a Personal Financial Specialist.  

About Me

 

Thomas’ work mission is to help others manage the exigencies of living, so they can devote themselves to their life purpose.

 

He is the founder and CEO of Lofy Group Wealth Management, Inc., where they use financial and tax disciplines to help wealthy families and businesses manage their wealth.  Through decades of service, Thomas has devised innovative wealth and tax planning strategies for successful families, business owners and professionals, helping them to:

 

• Connect their money to their lives

• Structure their personal and family investment portfolios and other holdings to find opportunities and avoid harm

• Design, implement, and monitor a plan for managing their wealth

• Coordinate investment, tax, and legal strategies and advisors

• Develop strategies for minimizing taxes

• Help preserve their assets and income, during work years and through retirement

• Assist others, including family members, friends, associates, community and favorite charities

 

Thomas is a speaker, teacher, and author on financial and wealth strategies.  His frequent lectures have included presentations for Lofy Group clients, as well as Mayo Clinic, Fresh Start Women’s Center, and Paradise Valley Community College.  His interests outside of service include family, yoga, and creating. 

 

Thomas Lofy is a Registered Representative with securities offered through LPL Financial, Member FINRA/SIPC. 

For a list of states in which Thomas is Registered to do business, please visit www.lofygroup.com.  

GSD Healthcare, Lofy Group Wealth Management and LPL Financial are separate entities.