We help retirees create dependable retirement income strategies to support their lifestyle. Member FINRA/SIPC finra.org sipc.org. Member FINRA & SIPC.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. 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 impa
09/05/2026
We love seeing our team showing up for philanthropic causes that make The Villages an even better place to call home.
One of our own joined the fun for College Colors Day supporting local food banks along the way!
👀Can you spot her in the photos? Drop your guess in the comments!
09/04/2026
🌟 Employee Excellence Spotlight: Makenna Fross
Makenna is always looking for ways to enhance the client experience and improve processes that help our team work more efficiently. Her dedication, positive attitude, and commitment to both our clients and team are truly appreciated. She takes the time to help clients feel comfortable, especially when assisting with technology questions, always showing patience and care. Thank you, Makenna, for the positive impact you make on our team and clients every day!
When geopolitical tensions rise, so do concerns about oil prices.
Could disruptions in the Strait of Hormuz really send oil soaring to $150 per barrel? Patrick Fross explores what history teaches us about global supply shocks, market reactions, and separating fear from facts.
"
Social Security Update & Fed Decision: What Retirees Need to Know https://youtu.be/615_GjSYUbs
Everywhere you look, someone is predicting a recession. But what does the data actually tell us?
In this segment of the 2026 Half Time Report, we look beyond the headlines and review key economic indicators including inflation, employment, consumer sentiment, and Federal Reserve policy.
Watch the video and decide for yourself: Is a recession really inevitable?
08/28/2026
Many women spend years caring for spouses, parents, children, and loved ones, often putting their own financial futures last.
This exclusive workshop will help you gain valuable insights on financial preparedness and ways to provide compassionate care for your loved ones, while meeting and enjoying time with other caregivers going through a similar journey.
📅 September 24 or October 8
⏰ 3:00 PM
📍 Prima Italian Steakhouse, The Villages
Space is limited: https://shorturl.at/g8ZDF
Scan the QR code or call 352-623-2823 to reserve your seat!
08/27/2026
❤️🌴Some of the best things in life to invest in are each other, and that's what our Summer Luau Party was all about! We loved seeing so many clients and friends enjoying a perfect summer evening together.
📸 Did you take photos? Share them in the comments below. We'd love to see your favorite memories from the event!
08/19/2026
Curious if you’re on track for retirement? Answer five essential questions and download our checklist to build a clearer plan for financial independence. https://www.frossandfross.com/blog/am-i-on-track-for-retirement-five-questions-every-working-woman-should-ask
08/19/2026
Can Losing a Spouse Increase Your Taxes? Here Is Why.
Can Losing a Spouse Increase Your Taxes? Here Is Why. At Fross and Fross, we understand that retirees face many important...
08/14/2026
Our clients and staff did an amazing job for our 2nd Annual Back-to-School Drive!
💙Investing in our community together means investing in its future, and we’re proud to support. Check out all the donations received in the comments!
A HUGE thank you to Fross & Fross Wealth Management for their generous donation of backpacks and school supplies for our students! Your kindness and commitment to supporting our school community will help ensure our Wildcats have the supplies they need to start the school year ready to learn and succeed.
Thank you for investing in our students and helping us make a difference! We truly appreciate your support. 🐾💙
| Monday | 9am - 4pm |
| Tuesday | 9am - 4pm |
| Wednesday | 9am - 4pm |
| Thursday | 9am - 4pm |
| Friday | 9am - 4pm |
