Committed to your legacy


We build long-lasting relationships with our clients through trust, integrity, and confidence. Our holistic approach to wealth management and commitment to personalized service helps prepare a lasting financial legacy for generations to come.


Your goals, our expertise

Our vision

At the Ross Group, we believe that wealth management is a marathon, not a sprint.  Our approach is to recommend strategies based on long-term objectives that are designed to minimize your risk and maximize the accumulation, distribution, and transfer of your wealth.
 

Our mission

We take a comprehensive, holistic approach to helping our clients plan for and achieve their financial goals, and we deliver highly individualized investment solutions using sound strategic advice. Establishing trust with our clients forms the foundation of our customer service philosophy.

As a team, we manage equity and fixed-income portfolios for high net worth individuals, families and organizations. A key component of this is helping our clients create a successful estate plan — so a lasting legacy is left to the people and causes who they care about.


National award-winner

In 2016, Steven Ross received the Financial Times Top 400 Financial Advisors award.
 

2016

 

Families and Wealth Transfer Report

Different types of families have different approaches to building, preserving and passing on their family legacy. In the fourth report in our in-depth wealth transfer series, we look at how various families share their financial knowledge, prepare their inheritance plans, and educate the next generation on preserving family wealth.  Download our Families and Wealth Transfer Report to learn more.

We welcome you to experience The Ross Group difference for yourself. Contact us today to set up a meeting.

Meet our team

Learn more about The Ross Group.

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