Focus On What Matters Most

We'll help you pursue your financial goals so you can take care of the rest.

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At Fross & Fross, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that can help avoid outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over 90% of our clients are retirees with similar concerns, we are able to approach such challenges with experience and skill.

How Can We Help You?

We offer a wide variety of services all geared to help you with your financial goals.


We can help you build a retirement strategy that can keep you excited for what’s to come.


Tax Strategy

We'll help make sure that we're considering the tax implications with all your investments.

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Estate Planning Strategies

With over 100 years' collective experience, we'll help plan your legacy for future generations.

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We have extensive experience managing high-net-worth portfolios.


Small Business

Let us help your business become poised for growth.

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Strike the perfect balance between work and leisure.

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How To Be A Smart Investor in 2024

Join Patrick at Wolfgang Puck starting at 10:00 AM. 

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Investing in 2024

Join Renee at Prima Italian Steakhouse starting at 10:00 AM.

Preserving Your Future

Thomas  Fross

Thomas Fross

Founder, Private Wealth Manager

Patrick  Fross

Patrick Fross, RICP®

Private Wealth Manager

Casey O'Rourke

Casey O’Rourke, CPFA®

Private Wealth Manager

Renee Springstead

Renee Springstead, CPFA®

Private Wealth Manager

Zechariah  Montera

Zechariah Montera

Private Wealth Manager

Let's Talk.
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Thank you!