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Everything Retirement. Exceptionally Coordinated.

  Helping You Plan, Invest, and Retire with Confidence

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WELCOME TO FROSS & FROSS WEALTH MANAGEMENT

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.

The Forbes Best-In-State Wealth Advisor ranking awarded to Thomas Fross, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.


Services
How Can We Help You?

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

Retirement

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

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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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High-Net-Worth

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

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Small Business

Let us help your business become poised for growth.

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Lifestyle

Strike the perfect balance between work and leisure.

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Client Story

"We have been with Fross & Fross Wealth Management for years. Without fail, everyone in the office has always been professional, personable, helpful, and extremely knowledgeable."

- Jaycee O.

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Client Story

"For anyone seeking an advisor who combines financial and technical expertise, along with compassion, (especially individuals new to managing finances as a couple, or independently) I highly recommend Fross & Fross."

- Bonnie W.

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This statement is a testimonial by a client of the financial professional as of 07/15/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

This statement is a testimonial by a client of the financial professional as of 06/22/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

  Your Local Financial Advisors in The Villages, Florida

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, CFP®

Private Wealth Manager

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