About Fross & Fross Wealth Management

Our History

Our History

Founded by the Fross Brothers nearly two decades ago, our firm is conveniently located in downtown Lake Sumter Landing and the Brownwood Paddock Square in The Villages, Florida, collectively serving over $900 million in brokerage and advisory assets through LPL Financial*.

Our financial planning approach caters to both pre and post retirees, ensuring a seamless transition into retirement and financial security throughout their golden years. We specialize in customizing asset management and investment strategies to help retirees navigate a complicated and ever-changing investment landscape.


*As of April 5, 2024

Our Mission

Our Process

Building Connections

Phase I: Our journey together begins with an initial meeting, where we take the time to understand your unique needs and aspirations for you lifetime financial goals. During this phase, we establish a mutual understanding and foundation.

Crafting a Strategy

Phase II: In this phase, our primary goal is to craft a tailored, long-term investment blueprint specifically designed for you, meticulously outlining the recommended strategy to align with your individual goals.

Implementation

Phase III: Making your investment strategy a reality is our primary aim during this phase. Through transparent and ongoing communication and the expertise of our dedicated team, we aim to make the process smooth and effortless for you.

Ongoing Monitoring & Adjusting

Phase IV: We maintain a watchful eye on your portfolio to ensure it aligns with your goals and objectives. If we identify changes in your circumstances or shifts in the global markets that call for a different approach, we promptly adapt to keep you on the path to success.

Our Commitment

Our Commitment

When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals - individuals with vast experience in addressing your particular concerns. We are financial coaches, helping our clients manage the long-term decisions that ultimately determine the wealth, which they and their families accumulate.



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Our Business Philospohy


Interest Rates vs. Bonds | Estate Planning


Traditional IRA to Roth IRA | Evaluating Major Purchases


Retirement Planning Risks | Legacy Planning


Charitable Giving | Annual Review



Client Communication | Single Women



Saving for College | Pitfalls of Investing



Is Fross & Fross Right for You



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