Investing in You

Welcome to Ruggie Wealth Management

Considered One of the Top Wealth Management Firms in the Country

Welcome to Ruggie Wealth Management, founded over 17 years ago by its president, Tom Ruggie ChFC, CFP. The firm employs CFP, ChFC, CPA and MBA credentialed advisors, supported by a competent, friendly staff. The company is known for developing lasting client relationships, providing unbiased, research-driven financial advice and supporting other client needs through strategic alliances with experienced professionals.

Once again, we are proud to be named to the Top 100 Wealth Advisors in the Nation.

Worth Magazine, published by Robb Report, named Tom Ruggie, ChFC, CFP, one of the Nation's Top 100 Wealth Advisors for the 2nd year running!

"This list results from extensive research and analysis. We recognize those who have earned this distinction for their outstanding expertise, insight, trustworthiness and commitment to their clients needs. Tom is a member of an exclusive group of executives who represent the very finest that the wealth management profession has to offer," said Dwight Cass, Editor-in-Chief of Worth.

Rigorous selection criteria and methodology are used to determine the Top 100, including:

  • An extensive survey requiring educational credentials, client retention rates (Ruggie Wealth Management retains 97% of its clients), outlook on investment climate and model portfolio returns;
  • magazinesProfessional histories and experience, disciplinary or legal matters, professional designations;
  • Length of time in the profession, as those in the business longer understand the marketplace better;
  • An analysis of client relationships and customer service; only those advisors who offered detailed and insightful responses throughout the selection process advanced;
  • Client portfolio performance and insights into the current investment climate, including client returns given today's volatile market, investor wariness, investment strategies and future predictions.

Ruggie Wealth represents an distinguished group of clients in Central Florida and throughout the state, as well as in other states. The company currently manages assets in excess of $200 million.

wealthlink

WealthLink is a powerful tool offered by Ruggie Wealth Management to help our clients organize their financial lives. WealthLink is a dynamic financial planning system, with the ability to aggregate all of your investment accounts, and copies of important documents into one easily-accessible, totally secure location. The system is accessed through your personal web page, where you can view your daily updated account balances. You can also view your financial plan, and run "what if" scenarios to see the results of different planning strategies.

As your wealth grows, so does the time it takes to protect it. We think you'll find WealthLink provides the most up-to-date management solution for all aspects of your financial life. For more information, please view these short presentations.

Large Net Worth Clients | Business Owners | Physicians

Securities, advisory services and financial planning offered through Linsco/Private Ledger.  Member FINRA/SIPC