Fross & Fross

At Fross & Fross Wealth Management, we understand that retirees face many important decisions that can affect their long-term financial success. We specialize in helping our clients navigate the complexities of retirement planning, investment management, and estate planning. Our team of experienced financial professionals has over 100 years of collective experience, and we take pride in our ability to provide personalized attention and tailored solutions to meet the unique needs of each client.

Our Story

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. We have grown to manage over $900 million in brokerage and advisory assets through LPL Financial, serving a wide range of clients across the country. Our mission is to help our clients achieve financial freedom and security, and we achieve this by building strong relationships, understanding their goals and aspirations, and providing expert guidance and support every step of the way.

Our Services

We offer a comprehensive range of services designed to help our clients achieve their financial goals. From retirement planning and investment management to estate planning and tax strategy, we have the expertise and resources to help our clients navigate even the most complex financial challenges. Our services include:

• Retirement Planning: We help our clients build a retirement strategy that can keep them excited for what's to come.
• Investment Management: We provide customized investment solutions tailored to each client's unique needs and goals.
• Estate Planning: We help our clients plan their legacy for future generations with our extensive experience in estate planning strategies.
• Tax Strategy: We ensure that our clients are considering the tax implications of their investments and financial decisions.
• High-Net-Worth: We have extensive experience managing high-net-worth portfolios and providing personalized attention to our clients.
• Small Business: We help small business owners become poised for growth with our customized financial solutions.
• Lifestyle: We help our clients strike the perfect balance between work and leisure with our expertise in lifestyle planning.

Our Team

Our team of financial professionals is dedicated to providing exceptional service and expert guidance to our clients. With over 100 years of collective experience, we have the knowledge and expertise to help our clients achieve their financial goals. Our team includes Thomas Fross, Founder and Private Wealth Manager; Patrick Fross, RICP, Private Wealth Manager; Casey O'Rourke, CPFA, Private Wealth Manager; Renee Springstead, CPFA, Private Wealth Manager; and Zechariah Montera, Private Wealth Manager.