ROSS Wealth Management

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

253 N 1st Ave, Sturgeon Bay, Wisconsin, ...

Phone Number

(920) 743-6201

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About ROSS Wealth Management

ROSS Wealth Management provides independent and comprehensive financial advice, focusing on retirement and income planning for individuals and financial planning for small business owners. The firm emphasizes building long-term, multi-generational relationships with clients, tailoring financial plans to meet their unique goals and aspirations. With over three decades of experience, they prioritize client interests and aim to clarify complex financial situations, allowing clients to focus on enjoying their lives. Their mission is to help clients maximize their life savings through customized plans built on trust and professionalism.Explore more
Popular SearchesRoss Wealth ManagementROSS Wealth Management isROSS Weath ManagementWealth Management IncSIC Code 62,628NAICS Code 52,523Show more

ROSS Wealth Management Org Chart

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Ross Schmelzer, President at ROSS Wealth Management
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ROSS Wealth Management

<$5M
1-10
Private
-
-
$6.6M
11-50
Private
-
2000
Erin Gay, Founder & Chief Executive Officer at Legacy Financial Associates
Erin GayFounder & CEO
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & CEO
<$5M
1-10
Private
-
-
SC
Steven CrabtreeFinancial Advisor
<$5M
1-10
Private
-
2020
JB
Joan BernsteinFinancial Advisor
<$5M
1-10
Private
-
1999
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

ROSS Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

ROSS Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about ROSS Wealth Management.

ROSS Wealth Management Tech Stack

A closer look at the technologies used by ROSS Wealth Management

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Frequently Asked Questions Regarding ROSS Wealth Management

What is ROSS Wealth Management's official website?
ROSS Wealth Management's official website is www.rosswealthwi.com
What is ROSS Wealth Management's Revenue?
ROSS Wealth Management's revenue is <$5 Million
What is ROSS Wealth Management's SIC code?
ROSS Wealth Management's SIC: 62,628
What is ROSS Wealth Management's NAICS code?
ROSS Wealth Management's NAICS: 52,523
How many employees does ROSS Wealth Management have?
ROSS Wealth Management has 1-10 employees
What industry does ROSS Wealth Management belong to?
ROSS Wealth Management is in the industry of: Finance, Securities Trading
What is ROSS Wealth Management competition?
ROSS Wealth Management top competitors include: Legacy Financial Associates, Alexander Capital Management, Freedom Wealth Management, The River Suite Wealth Partners
What technology does ROSS Wealth Management use?
Some of the popular technologies that ROSS Wealth Management uses are: Cloudflare Website Optimization, Google Tag Manager, GoDaddy DNS, FMG Suite
How do I contact ROSS Wealth Management?
ROSS Wealth Management contact info: Phone number: (920) 743-6201 Website: www.rosswealthwi.com
What does ROSS Wealth Management do?

ROSS Wealth Management provides independent and comprehensive financial advice, focusing on retirement and income planning for individuals and financial planning for small business owners. The firm emphasizes building long-term, multi-generational relationships with clients, tailoring financial plans to meet their unique goals and aspirations. With... over three decades of experience, they prioritize client interests and aim to clarify complex financial situations, allowing clients to focus on enjoying their lives. Their mission is to help clients maximize their life savings through customized plans built on trust and professionalism.Read More

Is ROSS Wealth Management a public company?
ROSS Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about ROSS Wealth Management

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