ROSS WEALTH GROUP, LLC

Overview

Ross Wealth Group, LLC is an independent registered investment adviser that serves individual and family clients with a blend of financial planning, portfolio management and insurance brokerage. The firm positions itself as a capital allocator: it manages discretionary portfolios while also selecting and working with third‑party advisers when client needs or specialized strategies require it. Service lines include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and insurance distribution. The firm’s stated fee mix includes a percentage of assets under management, hourly charges and fixed fees. Investment preference skews toward equities. The firm reports exchange‑traded equities as its most used asset type and shows a clear emphasis on liquid public markets for core exposure, supplemented by mutual fund holdings and separately managed accounts where appropriate. Ross Wealth Group is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices