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1. Independence
Independent means that there is no agenda to sell any particular financial product. Our advisors are free to recommend the products that best meet your needs to achieve the goals you have set.
2. Unbiased Advice
We do not:
• Have an affiliation with a bank, insurance or investment company
• Operate on contingencies
We are not:
• Commission-based
Also, our fee structure further allows us to make decisions that are truly in your best interest.
3. Strategic
Tom Ruggie has achieved the following professional distinctions:
• Named to Worth magazine’s list of Top Wealth Advisors in the United States three years in a row
• Ranked Number 32 in the state of Florida in Barron’s top 1,000 Advisors – 2009 Special Report
Selected by Ruggie according to his stringent standards, our team of experienced advisors performs a demanding array of analysis before setting an investment course, and is adept at managing clients' expectations from the beginning of the relationship.
4. Comprehensive Approach
Ruggie Wealth Management has a team approach process that enables us to provide a holistic solution to managing all aspects of our client’s financial situations.
We have seamless strategic partnerships with the following firms:
• RWE Private Wealth
• 401K Generation
• Law Firm Advisory Services
• Moreno, Peelen, Ruggie, Pinto & Clark
• Exeunt
Each a leader in its industry, these firms allow Ruggie Wealth Management to offer wealth advisory services – including comprehensive financial planning and investment management – to the following:
• Affluent individuals
• Business entities
• Non-profit organizations
5. Our Investment Process
Ruggie Wealth Management’s "open architecture" investment platform permits us to work with our clients to determine which option will best suit their needs. This platform includes:
• Institutionally-managed portfolios
• Ruggie Wealth actively managed portfolios
• Ruggie Wealth managed fund portfolios
• Ruggie Wealth managed individual stock portfolio
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6. Client Services Beyond Expectations
Ruggie Wealth is proud to maintain a 97-percent client retention rate. Obviously, this suggests that our financial management strategies work well, but Ruggie Wealth Management is about more than just the transaction… it’s about our client relationships. We believe many firms do a wonderful job gathering clients but fail when it comes to maintaining the ongoing relationship. We have a dedicated team in place to provide services that far exceeds anyone else’s standards.
7. Professionalism
We hire only the most highly qualified financial professionals for our team. All representatives of Ruggie Wealth Management either hold or are in the process of obtaining the following designations:
• Certified Financial Planner™ (CFP®)
• Certified Public Accountant (CPA)
• Chartered Financial Consultant (ChFC)
• Chartered Life Underwriter (CLU®)
• Certified in Long-Term Care (CLTC)
• Master of Business Administration (MBA)
8. Trust
More than 95-percent of our business is referred by existing clients, CPAs and attorneys who know us, trust us and value the services we provide.
Now that trust is more important than ever in the relationship between an asset management / financial planning firm, Ruggie Wealth Management has always been recognized for our:
• Proactive approach – the ability to anticipate client needs
• Systematic contact with clients
• “In-house" portfolio performance reviews
9. We Invest in You
Ask any of our clients... We make references available.
We get to know you, your family / business and your financial goals – then carefully research and develop the optimal independent strategy tailored to your specific needs.
Unlike firms in which the name on the door has no one behind it, Ruggie Wealth Management is owned and operated by Founder and President Tom Ruggie – whose keen insights into investment analysis and management have earned him prestigious industry recognition as well as made him a guest expert for such media outlets as CNBC and Forbes.
Tom Ruggie’s integrity and sense of responsibility for every client’s account ensures his personal investment in achieving the absolute best possible results.
His commitment is shared by our entire team, which – also unlike many firms – experiences no turn-over. The same team will carefully and skillfully manage your account for many years.
Why is this important to you? Because our successes (and yours) are based on our long-term client relationships.
10. Central Location
Ruggie Wealth Management is located in Tavares, Florida, 30 miles northeast of Orlando in Lake County – one of the nation’s Top 10 fastest-growing counties. Regardless of your place of residence, our office is within a brief driving distance and features convenient on-premises parking.
Additional office:
Moreno, Peelen, Ruggie, Pinto and Clark, LLP, Orlando, established in 1961.
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