Preserving What Matters Most TM

Thomas Lofy

Thomas Lofy

Founder and CEO

Through decades of service, Thomas has devised innovative wealth, law, and tax strategies for successful families, business owners and professionals, helping them to Connect Their Money to Their Lives TM. He believes that non-financial wealth planning is the missing piece in the puzzle of good life and good death planning, and he values the many meaningful ways HEIRitage Legacy Expressions is able to serve clients.