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Your bottom line is our bottom line.

As independent brokers, we work directly for you.

At Loomis Wealth Management our mission is to provide customized investment strategies that remove the pressure from our clients as we continuously earn their trust and respect through excellent personal service.

As independent brokers, we work for you. Our fee-based services depend on the success of your portfolio, not how many trades you make. This means our bottom line is linked directly to yours – for us to succeed, you must succeed.

Investment Planning Learn More
Asset Management Learn More
Retirement Planning Learn More
Estate Planning Learn More

What is your risk number?

Capture your risk tolerance and see if your portfolio fits you.

Get Started

MEET OUR TEAM

William Curtis Loomis, III CFP

William Curtis Loomis, IV

Jared Troutman

Would you like to schedule a consultation?

We will never sell your personal information. One of our team members will reach out to you shortly.

or call us at (540) 434-2505

Latest NewsBlog

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Thanks For Checking Out Our New Website.

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We are pleased to introduce our new website which provides concrete information when you start thinking about your financial future. Contact a member of our team to learn more about how our services can help your family or business.

Regular Blogs Coming Soon!

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Loomis Wealth Management is working on insightful, informational blogs to help you learn more about your finances. Check back with us soon!

Regular Blogs Coming Soon!

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Loomis Wealth Management is working on insightful, informational blogs to help you learn more about your finances. Check back with us soon!