By Akers Editorial
Fross & Fross Wealth Management
When one thinks about financial security, the first consideration that comes to mind is trust. Trust is believed to be a financial advisor’s most important asset. It is confidence that someone is honest and reliable. The staff at Fross & Fross Wealth Management exemplify a level of trust when calling the office and a friendly voice answers saying, “Good morning. How can I make your day better?”
Fross & Fross is excited to announce that they will be able to make the day better for even more Villager residents. The firm is opening a second location in Brownwood Paddock Square to serve the influx of retirees moving south of S.R. 44.
“It is humbling to see how our firm has grown alongside with The Villages,” says owner and Wealth Advisor, Thomas Fross. “For us, a natural part of the growth process is to have another location where so many people are moving. It’s important to have a presence there and be accessible to our new residents.”
Thomas opened the company 20 years ago. Since that time, Fross & Fross Wealth Management has earned an outstanding reputation for its leadership, innovation, and influence in the financial services industry.
“The goal of the firm I created was never to be all things to all people,” Thomas says. “We are all things to a few people. Clients who come to us are wealthy and in a very important phase of their life. They built their wealth during the accumulation phase and now they rely on us to maintain that wealth during the preservation phase.”
At Fross & Fross, financial advisor-client relationships often turn into friendships. They are a family-owned business which inevitably creates close bonds not only between co-workers, but also with those in their community.
“We’re a team here—a team of highly experienced financial advisors who rely on each other,” Thomas says. “Managing money comes with its stresses. Fortunately, our expertise and family-like atmosphere provide unwavering support and dedication.”
And ladies, don’t be deceived by the picture. Fross & Fross also has a successful female financial advisor, Renee Springstead. She mainly works with widowed women to ensure they are not overwhelmed by financial matters following the death of a spouse.
The Fross & Fross Family is delighted to grow in their expansion as they look forward to building many new friendships.
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Pictured Left to Right
Patrick Fross, RICP® | Vice President, Wealth Advisor
Geoffrey Southwell | Wealth Advisor
Thomas Fross | President, Wealth Advisor
Zechariah Montera | Registered Investment Services Associate
Casey O’Rourke | Wealth Advisor
910 Old Camp Road Ste. 90, The Villages
352.205.7800
frossandfross.com
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Hi there! I love this article and the spirit of Fross & Fross.
It emphasizes the importance of relationships in business and financial planning, focusing on the team’s strong bond with each other and clients.
It is clear why they have successfully expanded from their dedication to providing unwavering support to their clients.
The fact that they are family-owned also helps build a level of trust between them, which is instrumental for any financial advisor-client relationship.
The addition of Renee Springstead is especially noteworthy as it shows how Fross & Fross work to accommodate those needing more guidance than others.
This further encapsulates that no client should be left out or feel overwhelmed by the financial matters that follow a significant life event.
I am confident that Fross & Fross will continue to expand and build even more meaningful relationships with their clients, providing exemplary service and financial advice.
With the help of LPL Financial, they will reach even greater heights.
They say success is all about building solid relationships with people you care about, so it’s great to see Fross & Fross doing precisely that!