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Ruggie Wealth Management provides comprehensive asset management and financial planning services for individuals and businesses. Founded by Tom Ruggie, ChFC, CFP, who began his career in the investment industry in 1991, the firm represents a distinguished group of clients throughout the United States.
A nationally recognized financial expert, Tom Ruggie has been named to Worth magazine’s list of Top Wealth Advisors in the United States three years in a row, was ranked Number 32 in the state of Florida in Barron’s top 1,000 Advisors – 2009 Special Report, and was ranked in the top 10 in an independent survey as seen in Forbes Magazine. Tom Ruggie is also a member of Florida’s Prepaid College Board, the largest pre-paid state board in the nation.
Ruggie and portfolio manager, Tom Hepner, MBA, make frequent appearances on CNBC and other media outlets. Ruggie is often quoted as an industry expert for such leading publications as The Wall Street Journal, providing his insightful perspective on financial planning and investment topics.
As President of Ruggie Wealth Management, Tom Ruggie is involved with the firm on a day-to-day basis, applying his impeccable standards to every aspect of operation. Ruggie Wealth Management employs CFP, ChFC, CPA and MBA credentialed advisors, supported by an experienced, friendly staff.
The company enjoys its well-deserved reputation for developing lasting client relationships, providing unbiased, research-driven financial advice and supporting other client needs through strategic alliances with experienced professionals.
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