The Ross Group

Principled guidance for your life and beyond We go beyond investing and really listen to what you value in life.

The Ross Group's goal for you is financial independence, so that you can live with confidence and use your wealth in the ways that are most meaningful to you and your family. Together we can craft a plan to help achieve the life you envision, while proactively and effectively positioning your wealth to help give you the freedom to focus on the goals that are most important to you. Our team has de

ep conviction that proper wealth management is a marathon, not a sprint – it involves endurance, structure, and time. We are committed to serving as a trusted professional for our clients and to preparing families for a lasting financial legacy for generations to come.

06/08/2026

The Ross Group was proud to sponsor the Thoroughbred Jumper Classic at the 2026 Upperville C**t & Horse Show.

We are honored to support Upperville, a 501(c)(3) nonprofit and to celebrate Thoroughbreds as they transition from racing to successful second careers in the equestrian sport. These remarkable athletes continue to showcase their talent, heart, and versatility long after leaving the track.

Congratulations to Jill Smith and her partner Cinnamon Bay on their win in the Thoroughbred Jumper Classic!

Photo Credit: In Frame Photography

05/02/2026

Nothing brings me more joy than helping my clients figure out their financial lives, but fresh flowers is a close second.

Received this beautiful arrangement today from a client as a token of appreciation. From navigating a home purchase in a competitive market, to thinking strategically about inherited IRA distributions, to evaluating long-term care and disability insurance options, to exploring various trust and estate planning structures, to considering tax implications, all while planning for a work optional future for a young family...we have had our work cut out for us. But I am so proud of the progress we have made and it is clear our clients know, see, and appreciate what we do for them.

At the end of the day, my job is to empower my clients with the financial advice they need so they can focus on what brings them joy - fresh flowers or otherwise.

Address

5425 Wisconsin Avenue
Chevy Chase, MD
20815

Website

https://us.rbcwealthmanagement.com/therossgroup/

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