Investing in You
ruggieOur Services/Affiliations

Who We Serve

Our services are designed to serve the "soon-to-be-affluent" and the affluent. Several years ago, we consciously came to the conclusion to not have a minimum account size for new clients; instead, our fee structure caters to clients with a minimum of $500,000 in investment assets.

Integrated Financial Solutions for Today & Tomorrow

Unlike many other advisory firms, we offer expertise in all key areas of Wealth Advisory Services including Investment Management, Estate Planning and Trust Services, Business Advisory Services, Charitable Planning, Tax Planning, Asset Protection and Insurances.

  • Wealth management & investment planning
  • Qualified Retirement Planning; 401(k) Analysis
  • Financial account aggregation; WealthLink
  • Retirement Distribution Strategies
  • Estate planning
  • Tax planning
  • Business succession planning
  • Group Employee Benefits
  • Deferred compensation planning; ESOP's
  • Buying or selling business valuations
  • Stock options

Our Affiliations

Linsco/Private Ledger representatives offer access to Trust Services through the Private Trust Company N.A., an affiliate of Linsco/Private Ledger Corp.

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 | Physician

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