Broker Check

Fross & Fross Wealth Management

Fross & Fross Wealth Management

352-205-7800
advice@frossandfross.com

Founded by identical twin brothers Thomas Fross and Robert Fross, and currently managing over $500 million in assets, our firm is well known in The Villages community.  Conveniently located at downtown Sumter Landing, we work almost exclusively with high net-worth retirees living in The Villages. Our firm specializes in customizing asset management and investment strategies to help retirees navigate a complicated and ever changing investment landscape. 

Our Services

Our combination of licenses, registrations, and special education qualify us to work with all types of investments. There is virtually no investment vehicle we cannot utilize if the circumstances call for it – simple or complex. Our process takes a comprehensive approach to planning that incorporates your insurance, legal and accounting needs in addition to your investments. We also offer our clients a variety of valuable services including:

  • Comprehensive Financial Lifestyle Planning
  • Legacy, Estate, and Philanthropy Planning
  • Tax Minimization Strategies
  • Risk Management and Asset Protection
  • Enhanced Portfolio Reporting
  • Frequent Communication and Education
  • VIP Access to Private Client Events
  • Much more