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."

6 Times It Makes Sense to Revisit Your Financial Plan

When your life changes, so should your plan. Here are 6 times it makes sense to schedule a meeting with your advisor. Read more here.

What Is Cash Value Life Insurance?

Cash value life insurance has unique attributes that can make it one of the most flexible parts of your financial plan. Read more here.

4 Steps That Help Assess Your Financial Security for Retirement

Let’s have a conversation to make sure you’re financially prepared for retirement. Read more here.


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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.