Ruggie Wealth - Why us? Ten Reasons

We are Independent

Independent means that there is no agenda to sell any particular financial product. The financial professionals at Ruggie Wealth offer securities through Linsco/Private Ledger (LPL), which is a member of the NASD and the SIPC. LPL has been the largest, independent broker-dealer in the United States for the last 11 years in a row.

We are Unbiased

We do not have an affiliation with a bank, insurance or investment company. We are not commission based. We do not operate on contingencies. We do not charge for your investment planning. Our fee structure allows us to make decisions with no agenda that are truly in your best interest.

We are Strategic

Named to Worth Magazine's list of Top 100 Wealth Advisors in the United States two years in a row. Our advisors perform a demanding array of analysis before setting an investment course and are adept at managing our clients' expectations from the beginning of the relationship.

We Invest in You

Ask any of our clients... We make references available. We get to know you, your family and your financial goals. Couple that with our independent investment strategies, and it's easy to understand why we were named to Worth Magazine's Top 100 Wealth Management Advisors List. And, it's important to note that Ruggie Wealth's well-staffed office experiences no turn-over. Why is this important to you? It's because our successes are based on our long-term client relationships.

Trust

Over 95% of our business comes from our existing clients, CPAs and attorneys who know us, trust us and value the services we provide. We are appreciated by clients and professionals for our pro-active approach, our systematic contact, our "in-house" portfolio performance reviews and our ability to anticipate our clients' needs before they do.

Client Services beyond Expectations

Ruggie Wealth is proud to maintain a 97% 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 on-going relationship. We have a dedicated team in place to provide services that far exceeds anyone else's standards.

Our Investment Process

Our "open architecture" investment platform allows us to work with our clients to determine what option will best suit them to include:

Institutionally-managed portfolios
Ruggie Wealth actively managed portfolios
Ruggie Wealth managed fund portfolios
Ruggie Wealth managed individual stock portfolio

In addition, we have a strategy in place for clients with distribution needs from their portfolio, an analysis to determine financial independence, a process to analyze a businesses retirement plan platform and a software tool to consolidate all of a client's financial data as well as provide a myriad of financial planning capabilities.

Comprehensive

We have developed a team approach process that enables us to provide a holistic approach to managing all aspects of our client’s financial situations. In areas that we do not have the expertise "in-house", we have aligned ourselves with other professional firms like; Moreno/Peelen/Ruggie/Pinto/Clark, Private Trust Company and SunCoast Pension. As such, Ruggie Wealth provides Wealth Advisory Services including Comprehensive Financial Planning and Investment Management to affluent individuals, business entities and non-profit organizations.

Professionalism

We are committed to professionalism. All representatives of Ruggie Wealth either hold or are in the process of obtaining their CFP, CPA, ChFC, CLU, CLTC and MBA designations.

Centrally Located in Florida

Ruggie Wealth Management is a financial planning and advisory firm located in Tavares, Florida, 30 miles northeast of Orlando. We are located in Lake County, one of the nation’s Top 10 fastest growing counties. We also have two additional offices, Moreno, Peelen, Ruggie, Pinto and Clark LLP, located in Orlando, Florida which has been open since 1961, and our newest office located in Winter Park, Florida.

Our Mission Statement

We provide our clients with the financial peace of mind to live their dreams today, while securing the futures of their loved ones for tomorrow. We accomplish this by providing unbiased & integrated strategies that are in the best interest of each, individual client.