Don Ross, as President and CEO of Ross Wealth Advisors, brings over three decades of experience in the financial services industry, having started his career in 1987. His expertise lies in guiding families through the complexities of retirement planning, ensuring that their hard-earned savings are...
Don Ross, as President and CEO of Ross Wealth Advisors, brings over three decades of experience in the financial services industry, having started his career in 1987. His expertise lies in guiding families through the complexities of retirement planning, ensuring that their hard-earned savings are preserved and protected from the volatility of the stock market. Under his leadership, Ross Wealth Advisors has developed a comprehensive approach that integrates investment services, tax strategies, income planning, and estate planning, all tailored to help clients enjoy an abundant retirement.
At Ross Wealth Advisors, Don champions a team-based model that leverages the specialized skills of a diverse group of professionals, including estate planning attorneys, CPAs, Medicare specialists, long-term care experts, and private bankers. This collaborative approach allows the firm to provide holistic solutions that address the multifaceted needs of clients who are retired or nearing retirement. Key projects under Don's guidance include the development of innovative retirement income strategies that not only focus on wealth accumulation but also emphasize tax reduction and risk management, ensuring that clients can enjoy their retirement years with confidence.
Don’s commitment to strategic financial planning and his deep understanding of fixed annuities, 401(k) management, and small business retirement solutions position him as a trusted advisor in the industry. His dedication to empowering clients with knowledge and resources is reflected in the firm’s mission to create sustainable financial legacies for families, making Ross Wealth Advisors a leader in retirement and estate planning services.
