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Offering Complimentary Consultations

Helping pursue your financial goals so you can enjoy the retirement of your dreams

Helping High Net Worth Individuals Pursue Their Retirement Goals

Our financial planning approach caters to both pre- and post-retirees, providing a seamless transition into retirement and financial security throughout their golden years. We focus on building a robust financial foundation for pre-retirees, setting clear retirement goals, assessing savings and investments, and developing a customized savings strategy.

 For post-retirees, we shift towards income distribution, wealth preservation, and managing potential healthcare costs and unexpected expenses. Our approach also integrates legacy planning and wealth transfer, ensuring a comfortable retirement while leaving a lasting legacy for future generations.

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Meet Our Financial Services Team

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

Tucker Woods

Tucker Woods, CFP®

Portfolio Strategist

Our Office Locations

Lake Sumter Landing

Lake Sumter Landing

910 Old Camp Rd Building 90

The Villages, FL 32162       

                                  

   


Brownwood

Brownwood

2662 West Torch Lake Drive
The Villages, FL 32163





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 Planning

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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