About

Brock Shores Financial, led by Timothy Ross, is a reputable family office providing comprehensive financial services since 1988. With a focus on Omega Stewardship, they assist individuals and business owners in achieving their major life goals through a one-stop, process-driven approach to retirement and income planning.

Services:

    •    Retirement & Income Planning: Brock Shores Financial offers personalized strategies and solutions to help clients effectively plan for retirement and manage their income. They consider individual circumstances and long-term goals to develop customized retirement plans.

    •    Personalized Tax Management Solutions: The firm provides tailored tax management solutions for both individuals and business owners. They work closely with clients to optimize their tax strategies and minimize tax liabilities, maximizing financial efficiency.

    •    Confidential Wealth Management Solutions: Brock Shores Financial offers comprehensive wealth management services designed to preserve and grow clients’ assets. They take a confidential and personalized approach, considering individual risk tolerance and financial objectives.

    •    Our Private Client Program provides Portfolio Management through Optimize Wealth Management, a Premier Multi Family Office. We are the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours, which is clearly shown below by our growth just last year. We provide our clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services and solutions cover everything from financial planning and portfolio management to tax preparation, insurance solutions, debt management, and will preparation.