Ross Wealth Management Group

Ross Wealth Management Group Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC.

finra.org sipc.org. Ross Wealth Management Group specializes in providing financial knowledge, products, and solutions for individuals and businesses. We serve as your advocate, and assist you in the design and implementation of financial strategies, while providing the products to maximize your wealth. Our goal is to give you maximum control of your financial future. We provide the expertise to h

elp you with personal and business issues such as:

Practical Tax Planning
Risk Management
Investment Planning
Distribution Planning
Estate Preservation
Business and Employee Benefits
We are proud of the confidence that current clients have placed in us, and are happy to provide professional reference. Please contact us for a free consultation.

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.
06/03/2026

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.

Explore the growing influence women wield over the economy with this handy infographic.

Do your kids have the right stuff for college?
06/01/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consist...
05/30/2026

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Three important factors when it comes to your financial life.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
05/27/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Are you considering a FIRE retirement? Learn the basics here.
05/25/2026

Are you considering a FIRE retirement? Learn the basics here.

This short, informative article teaches the basics of the FIRE movement.

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
05/23/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth...
05/20/2026

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Sustain financial well-being or create wealth through these actions.

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn mo...
05/18/2026

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.

Solve a mystery while learning how important your credit report is with this story-driven interactive.

The savings rate is the government’s estimate of how much U.S. households are saving.
05/16/2026

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.
05/13/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

This video explores what to do with retirement accounts when you move on from your job.

Address

3711 Long Beach Boulevard
Long Beach, CA
90807

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15622060675

Website

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