Our Mission

At Loomis Wealth Management, our mission is to empower individuals and families to achieve their financial goals through comprehensive, fiduciary-driven wealth management. Your path to success is unique, which is why we are committed to developing personalized strategies that reflect your values, aspirations, and financial circumstances.

As fiduciaries, we prioritize your best interests in every decision we make. We believe in transparent communication and unwavering integrity, ensuring that you are informed and confident in your financial journey. Our team of experienced professionals is dedicated to providing objective advice and innovative solutions, tailored to navigate the complexities of the financial landscape.

We strive to build enduring relationships based on trust, respect, and mutual success. Our holistic approach integrates investment management, financial planning, and risk management, allowing us to address all aspects of your financial life. Together, we will work to enhance your financial well-being and create a legacy that reflects your goals and values.

Your success is our success, and we are committed to being your trusted partner every step of the way.

How do I get started?

Success starts with a no obligation complimentary discussion. We simply want to open up an honest dialogue about your goals, hurdles that are in the way, and begin to brainstorm some ideas to move forward on. One tool we will use specific to your investment portfolio is Riskalyze.

Loomis Wealth Management in Harrisonburg Virginia has partnered with Riskalyze to offer you a Free Portfolio Risk Analysis. Simply click on the button below and you will be guided through a straight forward Riskalyze questionnaire. This process will lead you to a Risk Score number between 1-100. The score indicates your level of comfort in terms of risk and reward. What percent of your portfolio are you willing to see fluctuate in a down market to achieve a certain potential percent gain in an up market?

The Free Portfolio Risk Analysis questionnaire asks you several different questions that helps you visual see your current portfolio value and what it could be given your answers. Our clients love this tool because it helps them see in a few simple steps where their portfolio could be given simulated market fluctuations .

Once you have a risk score, one of our advisors will contact you to discuss your score and work with you to ensure that your current portfolio matches your present life situation. We know that change happens rapidly in today’s world. The risk score helps you get a very black and white handle on your investment style comfort and helps us work with you over time as your score changes.

Whether you are developing a strategy for your IRA, working to figure out the best way to transition from your income earning years to retirement years, or just hoping to get a better understanding of your financial plan, this Free Portfolio Risk Analysis is a simple and powerful way for you to see your investments in a different way. Investment advice can only be as good as the knowledge an advisor has about your individualized investment comfort, style, and view on risk. The risk score gives our advisors a great starting point to get to know you better and how you want your money to work for you.