Your goals, our expertise
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.
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.