Lóture Financial - Where Wealth Blooms for Generations!

"From Wall Street Exec to Wealth Strategist: Empowering Families to Build Financial Freedom and Lasting Legacies"

I am a husband, a dad to two amazing girls, and an eternal optimist, who believes that together, through coaching, consulting, and financial education we can achieve anything and change the world in the process.

With years of experience as an executive coach, alternative wealth advisor and strategist I founded Loture Financial with a mission to empower families to build and protect their financial freedom, independence and legacy.

I started my career on Wall St, working in boiler rooms as trader in my teens, then moving to Goldman Sachs and later to Lehman Brothers, where I was one of the youngest executives, leading Global Technical Strategy for FOREX and Fixed Income departments. At Lehman my team and I created strategies for larger institutional clients and Global central banks and we were recognized as Top 3 teams by the All-American Institutional Investor Survey for over 5 years in a row. The strategies we developed have helped many of our clients grow their portfolios by 10+% in some of the more volatile years in early 2000s. Then in 2006, I decided to shift my attention away from institutions and focus on family and entrepreneurship, and after completing my MBA from Stern School of Business at NYU, I left Wall Street behind.

The market collapse of 2007/2008 was a great teacher that revealed just how vulnerable and unprepared the majority of people were to market shifts and the recession that followed. I realized that I wanted to do more…

Since the birth of my own kids, I have been focused on the role strong family and in particular fathers play in our lives and have developed a system to approach family and business as a unified part of an infinite game. This is what I call the Wealthy Family Blueprint and I have been dedicated to helping families build their legacies with this blueprint ever since.

My daughters and I love adventure stories and as a nod to JRR Tolkien, I named my company Lóture - which means Abundant Growth. I believe that wealth building is like gardening, you have to have the right foundation, strategically plant seeds, nurture it and then, you will create a wealth garden that will bloom for generations to come.

At Lóture Financial - We focus on financial education and wealth creation through infinite banking, guaranteed retirement accounts, tax-strategies and cash-flowing investments. I believe that this blueprint will create a ripple effect and impact families we serve and communities around them for generations to come.

Michael Trefel, MBA

founder and CEO

Loture Financial

Transform Your Finances, Redefine Your Legacy:

Achieve True Financial Freedom for You and Your Family

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50 E Ridgewood Ave, Suite 220 Ridgewood NJ 07451

(551) 305-3385 | [email protected]

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