Fross & Fross Wealth Management

(on old camp road)
Financial and Investment Services in The Villages, FL
Financial and Investment Services

Location

910 Old Camp Road
The Villages, FL
32162

About

Welcome to Fross & Fross Wealth Management
At Fross and Fross, 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 an advantageous position to approach such challenges with experience and skill.

Photos

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Latest

Watching these wildfires burn in Napa has left us wondering what we can do to help. If anyone is interested in donating to helping the victims of the Napa Valley Wildfires, here is a link taking donations! https://us02web.zoom.us/j/87883234325pwd=YmE4RzN3Tnc4c2hXMFVoSVFvMUZjUT09
Why did the stock market stall in September? #marketupdate Weekly Market Update for the Week of September 28, 2020
Happy National Coffee Day! ☕️ It’s Keurig’s & Home Brews for staff members while working remotely. What’s your favorite coffee brand? Favorite flavor? Comment and share a picture with us! #nationalcoffeeday
BREAKING: Governor Ron DeSantis lifts all restrictions on restaurants in Florida, while moving into full Phase 3 of its reopening. FOX4NOW.COM Governor Ron DeSantis announces Florida to enter Phase 3 of the reopening plan
The Villages Entertainment September 24 at 9:00 AM · Warm up your vocal chords and lace up those dancing shoes because nightly Town Square entertainment is returning October 5th!
Have you heard of a “K” shaped recovery? #marketupdate Weekly Market Update for the Week of September 21, 2020
Market Update for week of October 5, 2020. YOUTUBE.COM Market Update 10/05/2020
Today we would like to recognize how wonderful Thom & Rob are to work with and for! They are honest, intelligent, thoughtful, and incredibly generous men. Their compassion for staff and clients alike are what truly makes Fross & Fross a Family. Thank you both for all you do! #nationalbossday
How Much is $2.2 Trillion Anyway? #marketupdate
What a fantastic day out at The Villages Polo Club for the first match of our annual Fross & Fross Polo Tournament! It was so great seeing everyone and we can’t wait for the tournament to continue on Sunday🏇🏼
***SPECIAL EDITION MARKET UPDATE*** Who's Better for the Markets? #marketupdate Weekly Market Update for the Week of October 19, 2020
Who’s the team building your retirement future? Come check us out today at the Lifestyle Expo in the Winn Dixie in Lake Sumter Landing! We’ll be here from 9-4 today 😄
Appreciation post for those who keep our community safe today and every day. 🚒🚔🚑 The Villages Public Safety Department Yesterday at 5:00 PM · October 28th is designated as National First Responders Day in observance and in admiration of the heroic service and sacrifice of our Nation’s first responders. Please join us in recognizing and appreciating the selfless and dedicated service of our very own VPSD Firefighters, along with our fellow first responder partners in our communities and across the Nation.
Love our Fross & Fross Ladies for helping us make some sweet lemonade out of some covid lemons! Enjoyed having you both and everyone else who joined us for our first virtual Tea Time event. We invite everyone back and to invite your friends for our next Time Time on 11/12/20! See you next time! ☕️💕 Cindy Wurtz‎Fross and Fross Wealth Management October 24 at 2:09 PM · Great virtual tea party with Renee.
It's about time IN the market... not timing the market. #marketupdate Weekly Market Update for the Week of October 26, 2020
And Fross & Fross takes home the Women's Tournament Cup! What an incredible weekend watching these amazing ladies compete. Thank you to everyone who came out to support our team and our firm!
Investors ignore positive news. #marketupdate
Exciting projects in the works! See the final reveal in this December’s Lake and Sumter Style Magazine.
🎥***Drive-in Movie Nights Are Back!***🚘 Please join us for this complimentary event hosted by Fross & Fross Wealth Management on Wednesday 11/18 OR Thursday 11/24. Register by sending us an email: register@frossandfross.com. EMAIL MUST INCLUDE: 1 - Selected date you wish to attend. 2 - All attendee names. 3 - Registration Code: SM1120. Can't wait to see you there!
It's finally over... or is it? #marketupdate
Today the Ladies of Fross & Fross were making the most of their free time during COVID... touring Buckingham Palace (virtually of course) while sipping some local Florida Sunshine Tea from The Spice & Tea Exchange® of Brownwood®. Just because we're social distancing, doesn't mean we can't be social! #TeaTimewithRenee
Our Fross & Fross Drive-in Movie night is underway at The Villages Polo Club! If you couldn’t make it out tonight, join us next week on 11/24 for this complimentary event 😁
Is there a vaccine for market volatility? #marketupdate
Wednesday’s decline wasn’t enough to derail what could be a historic month for the #Dow. The benchmark was still on track for its best monthly gain since 1987. Small-cap Russell 2000, remained on pace for its biggest one-month advance ever, up about 20%. #WallStreet
Please be advised that our office will be closed tomorrow November 26th for the Market Holiday and reopen on Friday, November 27th from 9:00 AM - 1:00 PM. We will resume normal business hours on Monday, November 30th. Be safe & be well this holiday weekend
Excited to kick off our second Fross & Fross Drive-in Movie Night! Perfect weather and great food from ChiPhi - A Taste of Two Cities 😊
What is market rotation? #marketupdate Weekly Market Update for the Week of November 23, 2020
"It is a true honor being featured on the front cover of this month's 2020 December Style Magazine." - Thomas Fross Be sure to check out pages 36-39 to read more about our firm! QOO.LY STYLE magazine, Village Edition, December 2020 by Akers Media Group - Issuu
DOW 30,000! What does it mean? #marketupdate
Philippine Savers and Investors Guide November 28 at 11:35 AM · ADVICE from Warren Buffett 1. STAY away from credit cards & invest in yourself. 2. LIVE your life as simple as you are. 3. DON'T do what others say, just listen to them, but do what you feel good. 4. DON'T go on brand name; just wear those things in which you feel comfortable. 5. DON'T waste your money on unnecessary things; just spend it on what you really need. 6. DON'T give others a CHANCE to RULE your LIFE, it's yours to live after all. Learn more: bit.ly/PhilippineSaversANDInvestorsGuide Join our Growing Community! Click here: bit.ly/PHSaversAndInvestorsGuideCommunity 👉m.me/rosalietesanisy
Employment Opportunity: We're currently seeking a motivated individual to join our team as a Front Office Assistant. Click the link below to see the full job description. YOU MUST VISIT OUR OFFICE TO FILL OUT AN APPLICATION. https://indeedhi.re/3graQvZ Know someone who may be interested? Send them this link or refer them to us: advice@frossandfross.com FROSS AND FROSS WEALTH MANAGEMENT Office Assistant
Lake and Sumter Style Magazine December 7 at 11:15 PM · A wealth of knowledge for clients who are handled with compassion and care. Fross and Fross Wealth Management Read the story here:⬇ https://qoo.ly/39kddk
What a beautiful day to be outside and enjoy the fresh air at the Women’s Golf Expo! 🎀🏌️‍♀️
Silver Lining Six. #marketupdate
Looking for a stress-free retirement? Not sure who can help you navigate these uncertain times? Learn more about Fross and Fross Wealth Management and how our investment strategies can help grow your assets. Join us on 12/16 for our presentation on stock market volatility and the election results. Registration is Required! Call (352) 205-7800. See additional details below.
The Good, The Bad & The Unknown #marketupdate
Another great "Tea Time with Renee" social gathering with the Fross & Fross Ladies! Thank you The Spice & Tea Exchange for demonstrating how to make your delicious Tuscany Tomato Soup and showing us around the store.
Please be advised that our office is closed 12/24 at 1:00PM for the Market Holiday, and will reopen on 12/28 at 9:00AM. Be safe & be well.
Broken record... once again. #marketupdate
Please be advised that our office is closed tomorrow on 1/1 for the Market Holiday. We will resume normal business hours on 1/4 at 9:00AM. Be safe & be well.
Excited to announce our firm as the presenting sponsor for The Villages Balloon Festival in 2021! The Villages Balloon Festival December 30, 2020 at 7:30 PM · Meet our Presenting Sponsor! At Fross and Fross Wealth Management, we understand that retirees face many important decisions that can affect their long-term financial success. Our firm specializes in private wealth management for select individuals, customizing asset management and investment strategies to help retirees navigate a complicated and ever changing investment landscape.
🎉Happy 1st Frossiversary Andrea!🎉 How can it only be a year…?! Andrea has wowed us with her many talents. She keeps everyone informed with current firm news via our intranet, while staying fit and competing in our with monthly Fross & Fross Fitness Challenges. She also plans all our firm’s events throughout the year, along with our public seminars. How can we possibly “wine”… she keeps us moving forward. And in her spare time – during a worldwide pandemic – she got married! Can’t wait to see how you top this one Andrea Roberts!
Hitting the restart button #marketupdate
ADDITIONAL DATES ADDED! (1/12, 1/28, 2/9 & 2/23) Looking for a stress-free retirement? Not sure who can help you navigate these uncertain times? Learn more about Fross and Fross Wealth Management and how our investment strategies can help grow your assets. Registration is Required! Call: (352) 205-7800 - See additional details below.
The Villages, Florida's Friendliest Hometown January 1 at 5:00 PM · Join us for Continuing The Dream: Volume 3 as we take a look to see what is on the Horizon for 2021! https://bit.ly/3mP3cwU
Anyone else excited for the The Villages Balloon Festival this year?! #23DayCountdown The Villages Balloon Festival‎The Villages Balloon Festival - Winter Celebration 8 hrs · We are ready to roll this year!
Please watch this video. #marketupdate
--- ATTENTION LADIES --- Not a member of Fross & Fross? Interested in learning about the unique challenges #womeninvestors face & the strategies used to #succeed? Then you don’t want to miss this event! Please join us for one of our FREE Women & Investing Workshops at Wolfgang Puck Brownwood. Call (352) 205-7800 and reference code WSM0121 to reserve your date & seat. Fross and Fross Wealth Management
Please be advised that our office is closed Monday 1/18 for the Market Holiday. We will resume normal business hours on Tuesday 1/19 at 9:00AM. Be safe & be well
What the election means for taxes. #marketupdate FROSSANDFROSS.COM Weekly Market Update for the Week of January 18, 2021
Please be advised that our office is closed Monday 1/18 for the Market Holiday. We will resume normal business hours on Tuesday 1/19 at 9:00AM. Be safe & be well
A discussion centered around mimosas & money planning... what more could you ask for? A special thank you to Christina and McLin Burnsed for teaming up with us this month for our ladies virtual Tea Time event!
Are we overly fixated on politics? #marketupdate
What the election means for taxes. #marketupdate FROSSANDFROSS.COM Weekly Market Update for the Week of January 18, 2021
Please be advised that our office is closed Monday 1/18 for the Market Holiday. We will resume normal business hours on Tuesday 1/19 at 9:00AM. Be safe & be well
It’s SUPER BOWL weekend! 🏈📺 Tell us: Are you rooting for the Bucs? The Chiefs? The million dollar commercials??
Remington Fross, our Director of Hospitality sleeping on the job... at 10:00 am. Feel free to come visit.
Looking for another outdoor event to attend this weekend? Join us for the 10th Annual Home & Garden Show this Saturday at Lake Sumter Landing! Stop by our booth and check out some of our fun giveaways and learn more about our services. Rotary Club of The Villages January 6 at 9:25 PM ·
What happened last week?! #marketupdate FROSSANDFROSS.COM Weekly Market Update for the Week of February 1, 2021
Looking for something fun to do outdoors this weekend? We've got some exciting events in the works! This Friday & Saturday (Feb 5-6) is The Villages Balloon Festival at The Villages Polo Club. For full details, visit thevillagesballoonfestival.com/ Be sure to check back later this week to see what other events we've got planned for this weekend!
A discussion centered around mimosas & money planning... what more could you ask for? A special thank you to Christina and McLin Burnsed for teaming up with us this month for our ladies virtual Tea Time event!
Super Bowl stock market indicator?! #marketupdate FROSSANDFROSS.COM Weekly Market Update for the Week of February 8, 2021
Good morning😄 Don’t forget to visit your Fross & Fross Team at the Home & Garden Show today from 9:00-4:00! Then be sure to head over to the Polo Fields for the Balloon Festival from 3:00-8:00!
It’s SUPER BOWL weekend! 🏈📺 Tell us: Are you rooting for the Bucs? The Chiefs? The million dollar commercials??
Remington Fross, our Director of Hospitality sleeping on the job... at 10:00 am. Feel free to come visit.
Looking for another outdoor event to attend this weekend? Join us for the 10th Annual Home & Garden Show this Saturday at Lake Sumter Landing! Stop by our booth and check out some of our fun giveaways and learn more about our services. Rotary Club of The Villages January 6 at 9:25 PM ·
What happened last week?! #marketupdate FROSSANDFROSS.COM Weekly Market Update for the Week of February 1, 2021
Is inflation a bad thing? #marketupdate Weekly Market Update for the Week of February 15, 2021
“Wisdom is not a product of schooling, but of the lifelong attempt to acquire it.” – Albert Einstein. Ready to teach and impart our knowledge with others at this morning’s seminar!
Please be advised that our office is closed Monday 2/15 for the Market Holiday. We will resume normal business hours on Tuesday 1/16 at 9:00AM. Be safe & be well
Super Bowl stock market indicator?! #marketupdate FROSSANDFROSS.COM Weekly Market Update for the Week of February 8, 2021
Good morning😄 Don’t forget to visit your Fross & Fross Team at the Home & Garden Show today from 9:00-4:00! Then be sure to head over to the Polo Fields for the Balloon Festival from 3:00-8:00!
It’s SUPER BOWL weekend! 🏈📺 Tell us: Are you rooting for the Bucs? The Chiefs? The million dollar commercials??
🍓It’s officially Strawberry Festival week🍓 Join us this Friday starting at 4:00 at the Brownwood Paddock Square for an evening of food, music, and dancing! The Villages Entertainment February 18 at 7:32 PM · Did you miss The Mardi Gras Festival? Not a problem! The Strawberry Festival is just around the corner! Grab your sweet tooth and join us February 26th at Brownwood Paddock Square for music, dancing, lumberjacks, strawberries and more!
Today is #NationalDrinkWineDay. Tell us: Where is the best local spot to enjoy a nice glass of wine? 🍷
Is inflation a bad thing? #marketupdate Weekly Market Update for the Week of February 15, 2021
“Wisdom is not a product of schooling, but of the lifelong attempt to acquire it.” – Albert Einstein. Ready to teach and impart our knowledge with others at this morning’s seminar!
Please be advised that our office is closed Monday 2/15 for the Market Holiday. We will resume normal business hours on Tuesday 1/16 at 9:00AM. Be safe & be well
Super Bowl stock market indicator?! #marketupdate FROSSANDFROSS.COM Weekly Market Update for the Week of February 8, 2021
Anyone else looking for an #easydinner idea on a Monday? Check out these five weeknight #dinnerrecipes! Tasty 3 hrs · What are you cooking tonight?
Thank you The Villages Entertainment! It truly was “A Beautiful Day In The Villages”!! The Villages Entertainment February 27 at 4:00 PM · We want to give a special thank you to this year's Strawberry Festival Sponsor, Fross and Fross Wealth Management! Thank you for helping make this year's event fun for our whole community!
Can’t wait to see everyone tomorrow! The Villages Entertainment February 24 at 6:00 PM · Don't forget to stop by the Fross and Fross Wealth Management tent near the entrance of The Brownwood Paddock Square when you visit us at The Strawberry Festival on February 26th from 4:00pm - 9:00pm. See you there!
Happy one year anniversary! #marketupdate Weekly Market Update for the Week of February 22, 2021
🍓It’s officially Strawberry Festival week🍓 Join us this Friday starting at 4:00 at the Brownwood Paddock Square for an evening of food, music, and dancing! The Villages Entertainment February 18 at 7:32 PM · Did you miss The Mardi Gras Festival? Not a problem! The Strawberry Festival is just around the corner! Grab your sweet tooth and join us February 26th at Brownwood Paddock Square for music, dancing, lumberjacks, strawberries and more!
Today is #NationalDrinkWineDay. Tell us: Where is the best local spot to enjoy a nice glass of wine? 🍷
March looms like a lion. #marketupdate
Anyone else looking for an #easydinner on a Monday? Check out these five weeknight dinner recipes. Tasty March 1 at 4:22 PM · What are you cooking tonight?
Thank you The Villages Entertainment! It truly was “A Beautiful Day In The Villages”!! The Villages Entertainment February 27 at 4:00 PM · We want to give a special thank you to this year's Strawberry Festival Sponsor, Fross and Fross Wealth Management! Thank you for helping make this year's event fun for our whole community!
Can’t wait to see everyone tomorrow! The Villages Entertainment February 24 at 6:00 PM · Don't forget to stop by the Fross and Fross Wealth Management tent near the entrance of The Brownwood Paddock Square when you visit us at The Strawberry Festival on February 26th from 4:00pm - 9:00pm. See you there!
Happy one year anniversary! #marketupdate Weekly Market Update for the Week of February 22, 2021
🍓It’s officially Strawberry Festival week🍓 Join us this Friday starting at 4:00 at the Brownwood Paddock Square for an evening of food, music, and dancing! The Villages Entertainment February 18 at 7:32 PM · Did you miss The Mardi Gras Festival? Not a problem! The Strawberry Festival is just around the corner! Grab your sweet tooth and join us February 26th at Brownwood Paddock Square for music, dancing, lumberjacks, strawberries and more!
You can now travel over Florida's Turnpike on the all-new Water Lily Bridge! What an exciting day here in The Villages - Florida's friendliest hometown! The Villages, Florida's Friendliest Hometown 12 hrs · The Water Lily Bridge is NOW OPEN! This multi modal bridge will connect travelers from the southern area, including The Village of DeLuna and Marsh Bend, over the Florida Turnpike and all the way up to Brownwood Paddock Square. The winners of the first-to-cross chance drawing made their way over the bridge this morning, as we welcomed the newest bridge to our community! #TheVillages #WaterLilyBridge #GolfCar #GolfCartLife #Bridge #Retirement #RetirementDreams
It's about that time of year 😂 Dress accordingly!
Here comes the spending boom. #marketupdate
March looms like a lion. #marketupdate
Anyone else looking for an #easydinner on a Monday? Check out these five weeknight dinner recipes. Tasty March 1 at 4:22 PM · What are you cooking tonight?
Thank you The Villages Entertainment! It truly was “A Beautiful Day In The Villages”!! The Villages Entertainment February 27 at 4:00 PM · We want to give a special thank you to this year's Strawberry Festival Sponsor, Fross and Fross Wealth Management! Thank you for helping make this year's event fun for our whole community!
Volatility doesn't have to be bad. #marketupdate
🎉Happy 11th Frossiversary Patrick!🎉 We are so grateful for your dedication and passion not only to our clients and their families, but also to our firm and the Fross & Fross Family. Your success throughout the years is an inspiration and we wish you nothing but the best. Keep inspiring us and don’t forget to enjoy your day! Congratulations Patrick!
You can now travel over Florida's Turnpike on the all-new Water Lily Bridge! What an exciting day here in The Villages - Florida's friendliest hometown! The Villages, Florida's Friendliest Hometown March 12 at 5:07 PM · The Water Lily Bridge is NOW OPEN! This multi modal bridge will connect travelers from the southern area, including The Village of DeLuna and Marsh Bend, over the Florida Turnpike and all the way up to Brownwood Paddock Square. The winners of the first-to-cross chance drawing made their way over the bridge this morning, as we welcomed the newest bridge to our community! #TheVillages #WaterLilyBridge #GolfCar #GolfCartLife #Bridge #Retirement #RetirementDreams
It's about that time of year 😂 Dress accordingly!
Here comes the spending boom. #marketupdate
March looms like a lion. #marketupdate
Don't fight the fed. #marketupdate
Proud of our team🏆 The Villages Polo Club March 22 at 9:21 PM · What a great match this weekend! Congratulations to Fross and Fross for winning this weekend! See you Friday for our Women’s Tournament!
🎉Happy 3rd Frossiversary Makenna!🎉 Your ability to assist with tasks and perform behind the scenes work is truly commendable. Your continuous positive attitude and ability to spread kindness to those around you is both uplifting and infectious. We appreciate you more than you know, and we love having you on the team! Congratulations Makenna!
Volatility doesn't have to be bad. #marketupdate
🎉Happy 11th Frossiversary Patrick!🎉 We are so grateful for your dedication and passion not only to our clients and their families, but also to our firm and the Fross & Fross Family. Your success throughout the years is an inspiration and we wish you nothing but the best. Keep inspiring us and don’t forget to enjoy your day! Congratulations Patrick!
You can now travel over Florida's Turnpike on the all-new Water Lily Bridge! What an exciting day here in The Villages - Florida's friendliest hometown! The Villages, Florida's Friendliest Hometown March 12 at 5:07 PM · The Water Lily Bridge is NOW OPEN! This multi modal bridge will connect travelers from the southern area, including The Village of DeLuna and Marsh Bend, over the Florida Turnpike and all the way up to Brownwood Paddock Square. The winners of the first-to-cross chance drawing made their way over the bridge this morning, as we welcomed the newest bridge to our community! #TheVillages #WaterLilyBridge #GolfCar #GolfCartLife #Bridge #Retirement #RetirementDreams

Information

Company name
Fross & Fross Wealth Management
Category
Financial and Investment Services

FAQs

  • What is the phone number for Fross & Fross Wealth Management in The Villages FL?
    You can reach them at: 352-205-7800. It’s best to call Fross & Fross Wealth Management during business hours.
  • What is the address for Fross & Fross Wealth Management on old camp road in The Villages?
    Fross & Fross Wealth Management is located at this address: 910 Old Camp Road The Villages, FL 32162.