Tavares | Winter Park | The Villages

Winning Mentality in Wealth Management

Tom Ruggie doesn’t believe in shortcuts—whether choosing investments for his clients or getting through his CrossFit WOD (workout of the day). “I choose to do the most difficult workouts appropriate to my ability, and push from there.” For more than 25 years, he has applied this sort of winning mentality to his wealth management business. 

Tom attributes Ruggie Wealth Management’s success in large part to delivering a ‘fiduciary’ standard of client care—in which clients’ interests are placed first and foremost. “There is a tremendous need for fiduciary advice, free from conflicts of interest. I strongly feel that as independent Registered Investment Advisors we have a significant competitive advantage in our clients’ eyes, because we have positioned ourselves as objective champions of their financial success. We want to do things right, and that includes investing for a clear purpose that’s spelled out in depth in clients’ financial plans. We believe in making realistic financial projections, investing for the long term, communicating weekly, and when necessary, delivering hard messages about spending and retirement dates to keep clients on course. 

I love building teams and competing. Our team takes pride in playing a critical role in helping clients from across the wealth spectrum achieve their goals — ranging from a comfortable retirement to giving away fortunes. And for that, there is no shortcut.”

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Destiny Estate Planning