Fross and Fross Wealth Management

Fross and Fross Wealth Management Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Preserving trust is a core value.

Member FINRA/SIPC finra.org sipc.org. At Fross and Fross Wealth Management, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of

our clients are retirees with similar concerns, we are in a good position to approach such challenges with experience and skill. We recognize that you expect us to adopt policies and procedures reasonably designed to protect the information you provide us and to use it responsibly. We are committed to fulfilling the trust that is the foundation of your expectations. For that reason, we have adopted and adhere to the following policy regarding the privacy of your nonpublic personal information and personally identifiable information (collectively, Nonpublic Personal Information). Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC. www.finra.org, www.sipc.org. Fross & Fross Wealth Management and LPL Financial do not offer tax or legal advice or services. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with FROSS AND FROSS WEALTH MANAGEMENT may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

We’re officially in the second half of the year… and it’s the perfect time to refocus. ✨What’s one goal you’re focused o...
07/17/2026

We’re officially in the second half of the year… and it’s the perfect time to refocus. ✨
What’s one goal you’re focused on before the end of the year?
Whether it’s:
✔️ Boosting your retirement savings
✔️ Paying down debt
✔️ Creating a more reliable income plan
✔️ Or simply getting more organized financially
Small steps now can make a big difference later.
Drop your goal below 👇 — we’d love to hear what you’re working toward (and help keep you on track).

🌟Employee Excellence Spotlight: Lisa Sams Lisa leads every day with professionalism, confidence, and an unwavering comm...
07/10/2026

🌟Employee Excellence Spotlight: Lisa Sams

Lisa leads every day with professionalism, confidence, and an unwavering commitment to both our clients and colleagues. No matter how busy, she finds solutions and sets an incredible example for everyone around her. She is always willing to help, takes initiative, and goes above and beyond to keep things running smoothly while supporting those around her. And if all of that wasn’t enough, her positive attitude and bright smile light up the office every single day.

We’re so fortunate to have Lisa on our team!

07/08/2026

IPOs in the News: What You Need to Know

Does your grandchild quality for a free $1,000? Trump Accounts are officially open.If you're a grandparent, here are a f...
07/04/2026

Does your grandchild quality for a free $1,000? Trump Accounts are officially open.

If you're a grandparent, here are a few questions worth considering:
➡️ My grandchild is 18 months old. Do they qualify for the $1,000?
Yes. Every U.S. citizen baby born since January 1, 2025, qualifies for a one-time $1,000 federal contribution.

➡️ Is there an income limit for the family?
No. Eligibility is based on the child's citizenship and birth date—not parent or grandparent income.

➡️ My grandchild is 7. Did they miss out?
Not entirely. Any U.S. citizen under 18 can have an account opened. The federal $1,000 contribution is only available to children born between 2025 and 2028, but older grandchildren can still benefit from the account's features.

➡️ Can grandparents contribute?
Absolutely. Grandparents can help build a child's future by contributing to the account. Combined contributions from parents, grandparents, family members, and the child are capped at $5,000 per year.

➡️ What should families know before contributing?
State tax treatment can vary. California, for example, does not currently conform. Before adding another savings vehicle to your grandchild's future, it's worth understanding how it fits alongside existing plans and gifting strategies.

Giving money is easy. Creating a thoughtful legacy is more complex. Whether you'd like to help fund a grandchild's future, coordinate with parents, or understand how these accounts fit into your family's overall plan, our team is here to help.

📈Are you investing or reacting? The media likes to focus on what’s LOUD - not always what’s important. In this session, ...
07/02/2026

📈Are you investing or reacting? The media likes to focus on what’s LOUD - not always what’s important. In this session, we’ll break down what’s really driving markets and how you can position your retirement income with confidence. Don’t miss this opportunity to refine your financial strategy towards a more successful retirement - Investing Beyond the Headlines. https://forms.office.com/pages/responsepage.aspx?id=6MFgQ-zeu0mQTpMxCIsqAxpUqz3Nq3dKsPJ0Or8YRY1UOENHWFAzRkg5TFQ5TUw4T1pJSk0wQVhMWSQlQCN0PWcu&route=shorturl

The Economy - Growth, inflation, and the Fed
Geopolitics - Global flashpoints and market impact
U.S. Markets - Where the stock markets stand today
U.S. Political Impacts - The midterms and what they mean for you
International Markets - Opportunities abroad
Staying Prepared - What you can do to prepare

Can you TOP last year?! 🍎Our Back-to-School Drive is officially underway! We are accepting donations to both our Lake Su...
07/01/2026

Can you TOP last year?! 🍎Our Back-to-School Drive is officially underway! We are accepting donations to both our Lake Sumter Landing and Brownwood Offices for the 2026-2027 school year. All donations will benefit local elementary students.

⛳️Hole-in-One Alert! Huge congratulations to Bob and his incredible shot at The Villages Sarasota Executive Course! Hole...
06/26/2026

⛳️Hole-in-One Alert! Huge congratulations to Bob and his incredible shot at The Villages Sarasota Executive Course!

Hole #2
135 yards out
Career 2nd hole-in-one!

After playing since just out of high school, this milestone makes it even more special and we’re proud it was made with one of our Fross & Fross golf balls!

Moments like this are what make the game unforgettable. Cheers to many more great rounds ahead!🎉

06/25/2026

A New Fed Chair Is Here. Could Your Retirement Be Affected?

We're humbled to share that our local community has nominated Patrick Fross for Best Financial Advisor 💙This nomination ...
06/22/2026

We're humbled to share that our local community has nominated Patrick Fross for Best Financial Advisor 💙

This nomination means more because it came from the people we are privileged to serve. We’re truly grateful for the trust, support, and confidence our clients, friends, and community have shown over the years.

🗳️ Vote for Patrick Here:

Address

910 Old Camp Road Ste 90
The Villages, FL
32162

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Website

Alerts

Be the first to know and let us send you an email when Fross and Fross Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Fross and Fross Wealth Management:

Shortcuts

Share

Category