We’ve helped Westchester County and the Tri-State Area pursue its goals for over 4 decades. We know how to make the most of yours.

We’ve helped Westchester County and the Tri-State Area pursue its goals for over 4 decades. We know how to make the most of yours.

Take advantage of our innovative, data-driven approach to aiming to help maximize your return.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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About Us

About Us

A sound investment strategy depends on understanding your goals and long-term market conditions. That's why we begin with your risk tolerance and time horizon before incorporating your financial goals into our data-driven approach.

Meet Our Team

Services

In addition to pursuing real, year-after-year growth on your behalf, we offer an array of services to those in our community.

Insurance

Insurance transfers the financial risk of life's events to an insurance company. A strategy can include personal insurance, liability insurance, and life insurance.

Retirement

Achieving the ideal retirement in the future requires a strong foundation now.

Investment

We have a long-term record of healthy returns.

Tax

If you’re looking for tax planning strategies, we will work in conjunction with your tax professional to plan the approach that may work best for you. 

Estate

With sensitivity and care, and in coordination with your estate attorney, we'll help create an estate plan perfect for your family's situation.

Money

Wealth management is one of the most overlooked parts of a successful retirement strategy.

Take the Next Step

Work with an experienced wealth management firm that has your goals in mind. 

Speak with a Ross Company Advisor to learn how <strong>we can help you pursue your goal.</strong>

Speak with a Ross Company Advisor to learn how we can help you pursue your goal.

Call Us

914-631-1133


Address

399 Knollwood Road

Suite 317

White Plains, NY 10603