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Ross Investment Group - Financial Advisor: Brent Ross

Personalized financial guidance for your unique goals.

★ 5.013 Google reviews

Ross Investment Group - Financial Advisor: Brent Ross
Photo: Ross Investment Group - Financial Advisor: Brent Ross via Google

Brent Ross, a financial advisor with over a decade of industry experience, established The Ross Investment Group in Gig Harbor, Washington. The firm's core focus is to provide sound financial solutions tailored to each client's individual needs and objectives. Their approach emphasizes ethical practices and prioritizing the client's best interests. [3, 6]

The Ross Investment Group provides a comprehensive suite of services, including investment management, retirement planning, tax planning, estate planning, risk management, insurance, and general financial planning. They specialize in creating personalized portfolios and strategic asset allocation to help clients work towards their financial future. [6, 14, 17]

Beyond his professional role, Brent Ross is engaged in the community, actively participating in and sponsoring local events alongside his wife, Abby. He maintains an active lifestyle, participating in activities such as Ironman triathlons, golf, softball, and Jiu Jitsu. The team also includes Lacy Welsh, who serves as the Office Administrator and contributes to the client experience with her dedication and client care. [3]

The office is situated at 5358 33rd Avenue NW, Suite 102, Gig Harbor, WA 98335. Business hours are Monday through Thursday from 7:00 am to 3:00 pm, and Friday from 7:00 am to 1:00 pm. Appointments are available on Saturdays, and the office is closed on Sundays. [5, 9]

Good to know

  • financial planning
  • investment management
  • retirement planning
  • estate planning
  • gig harbor
  • personalized service

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