Ross Defabritus
Wealth Management Advisor, President at Wholistic Wealth, LLC | United States
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Ross Defabritus serves as the President and Wealth Management Advisor at Wholistic Wealth, LLC, where he leverages over two decades of experience to guide clients toward achieving financial stability and growth. His unique approach, rooted in a (w)holistic macroeconomic process, allows him to assess the broader financial landscape while tailoring strategies to meet individual client needs. Since 1997, Ross has been dedicated to helping families and business owners navigate the complexities of personal finance, focusing on his Protection First philosophy. This philosophy emphasizes a comprehensive evaluation of existing and potential financial risks, ensuring that clients are well-prepared to face any uncertainties.
At Wholistic Wealth, Ross employs a consultative approach that empowers clients to build, manage, and protect their cash flow potential throughout their lives. His expertise spans a wide range of financial services, including estate planning, retirement income strategies, and charitable giving strategies. By integrating life and health insurance solutions with investment strategies, Ross creates customized financial plans that not only safeguard assets but also promote long-term wealth accumulation.
In collaboration with Alliance Financial Group, a leading financial services firm, Ross has access to a wealth of resources and tools that enhance his ability to serve clients effectively. His commitment to legacy planning and income protection ensures that families can achieve financial balance and leave a lasting impact for future generations. With a focus on building strong relationships and delivering personalized service, Ross Defabritus continues to be a trusted advisor for those seeking to secure their financial futures.
Wealth Management Advisor, President at Wholistic Wealth, LLC in February 2004 to Present
Managing Director at Wealth Advisory Group LLC in May 2000 to December 2009
Broker at Select Financial Group - which became Rampart America in December 1997 to April 2000
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Estate Planning
Retirement
Disability Insurance
Financial Services
Retirement Planning
Fixed Annuities
Life Insurance
Business Planning
Business Succession
Buy / Sell Agreements
Wealth Accumulation
Finance
Retirement Income
Retirement Income Strategies
Retirement Plan Distributions
401k Rollovers
Legacy Planning
Strategic Planning
Business Succession Planning
Wealth Preservation
Charitable Planning
Charitable Giving Strategies
Estate Tax Strategies
401k Plans
Trust Planning
Trusts
IRA's
Pensions
Insurance
Executive Compensation
Key Person
Income Protection
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What is Ross Defabritus email address?
Email Ross Defabritus at [email protected] and [email protected]. This email is the most updated Ross Defabritus email found in 2026.
What is Ross Defabritus phone number?
Ross Defabritus phone number is +18568896151 and +17044084107.
How to contact Ross Defabritus?
To contact Ross Defabritus send an email to [email protected] or [email protected]. If you want to call Ross Defabritus try calling on +18568896151 and +17044084107. (updated on October 30, 2024)
What is Ross Defabritus net worth?
Ross Defabritus has an estimated net worth of $150,000 to $249,999
What company does Ross Defabritus work for?
Ross Defabritus works for Wholistic Wealth, LLC
What is Ross Defabritus's role at Wholistic Wealth, LLC?
Ross Defabritus is Wealth Management Advisor, President
Ross Defabritus Email Addresses
Ross Defabritus Phone Numbers
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