Erik Ross Gomez
Wealth Management Advisor

EG Wealth Management and Insurance Services

Empowering Others Through Perspective

This isn't just about your finances. It's your life.

There is no doubt about it: you've worked hard to provide opportunities for yourself and your family. You've created your own American Dream. We can help you thrive beyond that dream and turn it into a lifetime of prosperity.





We are committed to sharing life-changing perspectives with the people in our communities that aren't always presented with the same financial planning opportunities as their peers.

We specialize in helping two distinct groups of people make the impact they want in life: "New Majority" Executives, or women and Latinx individuals in executive roles; and those within five years of retirement, or what we like to call the "Retirement Redzone."

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.


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