Ruggie Wealth Management is committed to maintaining strong relationships with our clients, and as a result, we’ve established a presence in locations which are convenient to the communities in which the largest number of them live and work.
Our headquarters is located in Tavares, Florida, 35 minutes northwest of Orlando. Our office in Winter Park, which we share with our partner firm Destiny Family Office, is located just behind the Winter Park Village, and our newest office is located in Pinellas Plaza on 466-A, right in the heart of The Villages®.
We offer comprehensive financial planning and financial advice, investment and portfolio management, tax efficiency, retirement income planning, estate planning, trust services and full risk analysis. We also work with business owners and individuals with qualified retirement/401(k) plans.
Our primary service areas include: Tavares, Winter Park, The Villages®, Orlando, Windermere, Celebration, Baldwin Park, Lake Nona, Longwood, Altamonte Springs, Lake Mary, Winter Garden, Kissimmee, Lake Buena Vista, Sanford, Saint Cloud, Winter Garden, Daytona Beach, Apopka, Ocoee, Casselberry, Oviedo, Clermont, Winter Springs, Altamonte Springs, Lake Mary, Lady Lake, Summerfield, Fruitland Park, Belleview, Wildwood, Bushnell, Sumterville, Ocala, Coleman, Tampa, St. Petersburg, Clearwater, Melbourne, Merritt Island, Cocoa Beach, Mount Dora, Eustis, Leesburg and all of Central Florida.
Founded by author, speaker and veteran financial advisor Tom Ruggie, ChFC®, CFP®, who began his financial career in 1991, Ruggie Wealth Management has served the needs of individuals, families, small businesses and non-profit organizations for more than 25 years.
Investment advisory services are offered through RWM Asset Management, LLC, an SEC Registered Investment Advisor, which provides a continuum of financial services through Ruggie Wealth Management, and its other companies Destiny Family Office and Edge 401K Solutions. Through the years, we’ve added offices in Winter Park and The Villages® to our flagship office in Tavares.
Our team looks beyond traditional wealth management to help you identify and measure where you are and where you want to be using key indicators that are vital to your financial health and comfort. We then customize your financial plan specifically for you. Our unique process encourages the development of relationships that allow us and your other trusted advisors to all work together on your behalf.
The collective wisdom of our relationships continues to define the Ruggie Wealth difference, and we believe this knowledge has led to our ranking among the nation’s leading wealth management firms by the likes of Barron’s, Forbes/Shook Research and the Financial Times, as well as Tom’s selection to the Forbes Finance Council.
As wealth managers, our purpose is to help clients achieve the financial peace-of-mind they deserve. We want to assist those who don’t have the time, desire or specialized expertise to oversee the complex process of managing wealth by providing the processes, team and proactive advice necessary to do so. We would like to be at our clients’ side every time they have an important financial decision to make, and to help them achieve the financial freedom necessary to focus their time on other things and to enjoy life.
Numbers help provide valuable context about our firm and how we’ve evolved to accommodate the needs of our expanding client base. Ruggie Wealth and its principals advise on more than $700 million in assets. We have three offices, relationships with some clients that have spanned more than two decades, and an enviable client retention rate. Even so, we don’t gauge our success solely on these numbers — we evaluate our effectiveness both quantitatively and qualitatively, and encourage those who work with us to do the same.
Ruggie Wealth Management is an independent, fee-only Registered Investment Advisory firm that takes the time to understand our clients and their needs. We manage individual and corporate wealth, as well as the assets of select endowments and foundations. We take our fiduciary responsibility very seriously. Decisions are made with our client’s best interests in mind, and we are committed to serving each one with the highest standards of integrity and care. As the flagship company of RWM Asset Management, we offer a broad range of services and products to help clients achieve their goals.