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Private Wealth Management for Select Individuals


Welcome to Fross & Fross Wealth Management 

At Fross and 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 will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.

Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

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Navigating Uncertain Times

Navigating Uncertain Times

As we continue to monitor the rapidly evolving situation around COVID-19, our first thought is for the safety and well-being of our clients, community, friends and families. Our office will be temporarily closed to all visitors until further notice. We will continue working normal business hours and serving you during this time.

We appreciate your patience and understanding.


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Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Use this calculator to better see the potential impact of compound interest on an asset.

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A presentation about managing money: using it, saving it, and even getting credit.

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Using smart management to get more of what you want and free up assets to invest.

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When markets shift, experienced investors stick to their strategy.

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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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