VP of Acquisitions & Wealth Manager
Jonathan Loeffler is the Vice President of Acquisitions & Wealth Manager at Riley Wealth Advisors. He focuses on providing wealth management solutions to entrepreneurs and executives in the Dallas area. Jon works with affluent clients to address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving.
Jon uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments.
Successful individuals and families work with Jon to:
– Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.
– Make smarter decisions in today’s uncertain political, economic and social environment.
– Obtain an independent second opinion from a top financial advisor in their community.
Prior to joining Riley Wealth Advisors, Jon worked as a Wealth Manager at TL Private Wealth and was project manager at Yuma Investment Group Wealth Management where he provided research, investment analysis, and played a key role in business development. Jonathan is originally from Yuma, Arizona where he lived prior to moving to Fort Worth, Texas.