2100 Lake Eustis Dr.
Tavares, FL 32778
(352) 343-2700

620 N. Denning Dr.
Winter Park, FL 32789
(407) 644-2701

Pinellas Plaza, #2520
(2520 Burnsed Blvd.)
The Villages, FL 32163
(352) 343-2700

1635 E. Highway 50,
Suite 211
Clermont, FL 34711
(352) 343-2700

  • Welcome to Ruggie Wealth Management

    Our clients – individuals and families, businesses and foundations – come to us to develop, manage, and execute customized wealth strategies for them. They are busy, smart people who know they don’t have the time, desire or specialized expertise to oversee the complex process of managing their wealth now and for the future.

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  • New Book: “Financial Wellness: Featuring Edge 401(k) Funds”

    Discover how you can improve the retirement outcomes for your employees using the same approach as you take for their health.

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  • Visit us in our New Winter Park Office.

    Our advisors are available to meet with clients at their convenience in Winter Park or any of our Ruggie Wealth Management locations.

    620 N. Denning St., Winter Park
    (just behind the Winter Park Village)

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  • Ruggie Wealth Introduces Ruggie WealthCare

    Ruggie WealthCare® is an exciting new initiative of nationally-acclaimed Ruggie Wealth Management, more than 20 years in the making. This unique four-step financial-planning process and ongoing action strategy can help provide retirees and those nearing retirement with financial peace of mind throughout their retirement years.

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  • Ruggie Wealth offers UMAs

    Our Unified Managed Accounts set a new standard in helping you to better plan to achieve your financial goals. Our UMA’s provide an enhanced investment management process/integrated money management vehicle, one statement and a single, unified view of your investment strategy performance.

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  • Ruggie Named to Barron’s Top 1200 Financial Advisors

    “The Top 1,200, drawn from all 50 states plus the District of Columbia, are fielding plenty of other questions these days too, from the outlook for energy stocks to the chances of economic improvement in Europe and China to emerging markets in general. It’s a full plate, but these advisors have solid track records of spotting opportunity and heading off trouble. In this special report, we provide complete listings of the top financial advisors in each state. These are the most comprehensive of all the advisor listings we run each year.”

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  • Taking a Bite of the Big Apple

    In 2013, Tom Ruggie was chosen to attend the NASDAQ Opening Bell Ceremony in NYC’s Times Square.

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  • RWM Offers Alternative Portfolio

    Over the last decade, investors have experienced extraordinary volatility in traditional stock and bond asset classes. Historically low interest rates and a close correlation between asset classes has led our investment team to integrate alternative investment strategies. Our goals are to:

    • Maximize portfolio income
    • Reduce overall portfolio volatility
    • Reduce risk through greater diversification and low-to-negative correlation
    • Preserve and grow wealth
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