Prosperity through integrity


We build long-lasting relationships with our clients through trust, honesty, 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 you plan for and achieve your financial goals, and we deliver highly individualized investment and wealth management solutions using sound, strategic advice. Establishing trust with our clients forms the foundation of our customer service philosophy.

Our commitment to you

Knowing and understanding your needs and putting your best interests first is our commitment to you. If we do not know the whole person or family, we are unable to provide comprehensive advice. Our services extend beyond what is viewed as traditional, as we are often called upon to help with all types of life events, both planned and unplanned.

Aside from the responsibility of stewarding and managing our clients’ investments, when needed, we also perform the role of a completely present listener and personal confidant. Our principal goal is to become your primary trusted advisor, and to support and guide you in achieving your goals.

 


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.