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.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
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Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
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Take the guesswork out of your IEP or SEP with this helpful article.

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected jo...
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Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected job loss or layoff. For many, it’s not just a hit to finances but also to confidence and sense of self.

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
08/01/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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Considering alternative investments? It’s critical to sort through the complexity.

With alternative investments, it’s critical to sort through the complexity.

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Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

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Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

You can help ensure that losing your wallet doesn't turn into something bigger.
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You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

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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