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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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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.


Upcoming Events

Upcoming Events

Get to know more about Fross & Fross Wealth Management and meet women with similar interests at Women, Wine & Wisdom – a workshop built for high net worth women.


This event is hosted by our own Renee Springstead and is intended for women new to our firm that are looking to take the next step in their financial journey. Come meet Renee, learn the basics of investing, and enjoy your time at the Anglers Club.

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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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

Meet the Team

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