Fross and Fross Wealth Management

Directions Website Contact the business

Fross and Fross Wealth Management We help retirees create dependable retirement income strategies to support their lifestyle. Member FINRA/SIPC finra.org sipc.org. Member FINRA & SIPC.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. At Fross and Fross Wealth Management, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in a good position to approach such challenges with experience and skill. Preserving trust is a core value. We recognize that you expect us to adopt policies and procedures reasonably designed to protect the information you provide us and to use it responsibly. We are committed to fulfilling the trust that is the foundation of your expectations. For that reason, we have adopted and adhere to the following policy regarding the privacy of your nonpublic personal information and personally identifiable information (collectively, Nonpublic Personal Information). Securities and Advisory services offered through LPL Financial, a registered investment advisor. www.finra.org, www.sipc.org. Fross & Fross Wealth Management and LPL Financial do not offer tax or legal advice or services. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with FROSS AND FROSS WEALTH MANAGEMENT may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

We're all settling in from our big adventures this past summer! ✈️ Post your photo in the comments with your vacation pi...
10/12/2026

We're all settling in from our big adventures this past summer! ✈️ Post your photo in the comments with your vacation pictures or your favorite vacation destination for a chance to be featured in our next newsletter!

🌟Employee Excellence Spotlight: Jennifer BolinFor Jenn, taking the time to connect with clients and make them feel suppo...
10/09/2026

🌟Employee Excellence Spotlight: Jennifer Bolin

For Jenn, taking the time to connect with clients and make them feel supported is simply part of who she is. She brings tremendous knowledge and experience to her role, but what stands out most is the genuine care she shows the people she serves. The appreciation our clients have for Jenn speaks volumes. Her positivity, dedication, and genuine care for others reflect the kind of personal service and lasting relationships we value at Fross & Fross.

Congratulations, Jennifer, on this well-deserved Employee Excellence recognition!

Join a small group of individuals, here in the Villages, who are asking many of the same questions you are. Hear what ot...
10/05/2026

Join a small group of individuals, here in the Villages, who are asking many of the same questions you are. Hear what others are thinking about Social Security and retirement while two retirement planners guide the conversation and walk through real-world situations they see every day.

You’ll leave with FREE planning tools you can use on your own, giving you a foundation to start thinking through your retirement decisions. If you’d like additional guidance, you’ll also have the option to review your plan with professionals who help people navigate these decisions every day.

Reserve Your Seat: https://tinyurl.com/m5k6bpkb

Work hard. Play hard. ⛳ Our team had a blast at Topgolf enjoying some friendly competition and quality time together. We...
09/25/2026

Work hard. Play hard. ⛳ Our team had a blast at Topgolf enjoying some friendly competition and quality time together. We're grateful for the people who make Fross & Fross such a great place to work and serve our community.

09/24/2026

One of the biggest risks retirees face isn't always market performance. It's the timing of withdrawals!

In the final segment of the Half Time Report we talk sequence-of-returns risk and introduces a practical 4-bucket framework designed to help investors align their assets with their future income needs.

09/22/2026

Many investors focus primarily on U.S. markets, but opportunities don't stop at our borders. Patrick Fross explains why international investments may still play an important role in a disciplined, diversified portfolio and what investors should consider in today's environment.

What are you most looking forward to in retirement? ✈️ Traveling? 🎨 Pursuing a passion project? 👨‍👩‍👧‍👦 More time with c...
09/18/2026

What are you most looking forward to in retirement? ✈️ Traveling? 🎨 Pursuing a passion project? 👨‍👩‍👧‍👦 More time with children and grandchildren?
❤️ Something else?

Let's hear it from you! Drop your answer in the comments!

09/17/2026

Market pullbacks can be unsettling, but they are often part of the journey.

In this segment, Patrick Fross shares a powerful perspective on market volatility and the chart many investors overlook when emotions begin to take over.
The lesson? Short-term declines and long-term investing are not the same thing.

Address

910 Old Camp Road Ste 90
The Villages, FL
32162

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Website

, , , https:/

Alerts

Be the first to know and let us send you an email when Fross and Fross Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Fross and Fross Wealth Management:

Shortcuts

Share

Category