Principled guidance for your life and beyond

The Ross Group's goal for you is financial independence, so that you can live with confidence and use your wealth in the ways that are most meaningful to you and your family.  

We go beyond investing and really listen to what you value in life.  Together we will craft a plan to achieve the life you envision, while proactively and effectively positioning your wealth to give you the freedom to focus on the goals that are most important to you.

Our team has deep conviction that proper wealth management is a marathon, not a sprint – it involves endurance, structure, and time.  We are committed to serving as a trusted professional for our clients and to preparing families for a lasting financial legacy for generations to come.

The Ross Group provides advice and direction to clients based on our core beliefs.  We value:

  • Integrity – trust is paramount
  • Relationships – family and friends are the most precious assets in life
  • Quality – of investments and of relationships
  • Education – financial literacy for all clients, particularly younger generations
  • Health – ultimately, the goal of wealth is to allow for a long and happy life


Honored to work with a nationally recognized teammate

At The Ross Group, we are very proud that Financial Advisor Steve Ross was named a Forbes Best-In-State Wealth Advisor in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Steve!

We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024.

"Someone is sitting in the shade today because someone planted a tree a long time ago."   - Warren Buffett

The financial impact of dementia

Cover art - Preparing for the expected The financial impact of cognitive decline workbookAlzheimer’s disease and cognitive decline have a devastating impact not just on those with disease.  It’s also a physical, emotional and financial burden on caregivers – a job that usually falls on family members.  

In this Wealth Insights Report, we surveyed 1,000 current and former caregivers of family members to gain insights into the impact of cognitive decline on their loved ones – and to better understand the financial burden associated with caregiving.

Download the financial impact of cognitive decline wealth insights report

Making an impact

Wealth Insights Report cover image - charitable giving: realizing your vision for a better world.Planning your family’s legacy with informed choices about the organizations you want to support and checking that your donations are used appropriately may be time-consuming and complicated. We are available to help your family plan for your philanthropic goals and align your values with your wealth so you can support the causes that are close to your heart. 

Download RBC Wealth Management's charitable giving wealth insights report

Meet The Ross Group

Discover how we can help you and your family with your legacy.


Berkshire Hathaway Shareholders Meeting:  Perspective From a First-Time Attendee

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Write your personal retirement story

Rewriting retirement Cover imageAccess Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact us to help you prepare for your next chapter.

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