Tavares | Winter Park | The Villages

Facts & Figures

Numbers help provide valuable context about our firm and how we’ve evolved to accommodate the needs of our expanding client base. Ruggie Wealth and its principals advise on more than $700 million in assets. We have three offices, client relationships that have spanned more than two decades, and an enviable client retention rate. Even so, we don’t gauge our success solely on these numbers — we evaluate our effectiveness both quantitatively and qualitatively, and encourage those who work with us to do the same.

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