Fross & Fross Wealth Management
352-205-7800
advice@frossandfross.com
Founded by identical twin brothers Thomas and Robert Fross and collectively serving over $700 million in brokerage and advisory assets through LPL Financial*, our firm is well known in The Villages community. Conveniently located at downtown Sumter Landing with a second location in downtown Brownwood, we work almost exclusively with high net-worth retirees living in The Villages. Our advisors specialize 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
*As of September 19, 2022