Following a July 2018 realignment with Carson Partners, Ruggie Wealth Management is rebranding to Carson Wealth, a Barron’s Hall-of-Fame nationally-ranked advisory firm. Managing Partner and CEO Tom Ruggie, ChFC®, CFP® will retain active majority ownership of the firm and remains the strategic decision-maker for all investment, business decisions and operations.
The Ruggie Wealth team has aligned with Carson Wealth to expand the company’s footprint, infrastructure, technology, bench strength and depth of services, and is the culmination of a more than 16-year relationship between Ruggie and Ron Carson, ChFC®, CFP® founder and CEO of Carson Wealth.
Both firms bring well-respected brands to the partnership and share a deeply-held commitment to delivering a proactive game plan and straightforward transparency to their clients.
“Our client-service model and longstanding commitment to always put our clients’ best interests first are in perfect alignment with Carson Wealth,” said Tom. “Ron is one of the most recognized and trusted advisors nationwide, and we are extremely excited for what our partnership together will bring to the table, both for our firm and our clients.
“As part of Carson Wealth, we will now deliver an even more personalized digital experience that engages clients by articulating our Value of RelationshipTM in a completely immersive way. We’ll continue to provide a holistic view of our clients’ financial plans and highlight major milestones in our relationship with those clients while maintaining full transparency.
“We’re excited for this new chapter, which illustrates our bigger vision to deliver comprehensive wealth management services while creating the most elegant, convenient experience possible.”
“For more than 16 years, Tom and I have known each other as colleagues and friends,” said Carson. “Leveraging his strengths as a servant leader and advisor CEO make this move special for the Carson Wealth brand. We look forward to seeing our meaningful mission expand through this alignment with the entire Ruggie Wealth team.”
In addition to being a mainstay in the Barron’s annual list of top wealth management firms, Carson Wealth was recently added to the Inc. 5000 list of America’s fastest growing companies for the second consecutive year, the Forbes list of America’s Top Wealth Advisors, and a top-50 firm for Best Places to Work for Financial Advisors by InvestmentNews.
Ruggie has been ranked in the Top 1200 Advisors by Barron’s seven times, among the Top 300 Advisors by Financial Times for the past three years and in 2019 was named one of the Forbes-Shook Research Top State-by-State Advisors.
About Carson Wealth
Founded in 1983, Carson Wealth has grown to become a Barron’s Hall of Fame firm, serving clients through holistic financial planning, disciplined investment strategies and proactive, personal service.
Carson Wealth Management Group is headquartered in Omaha, Nebraska, with the mission to be the most trusted for financial advice. For more information, visitwww.carsonwealth.com.
*Barron’s magazine, October 20, 2014 issue. The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.
Investment advisory services offered through Ruggie Capital Group, Inc. and CWM, LLC. Both firms are SEC Registered Investment Advisors. Carson Group Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Ruggie Capital Group, Inc. and CWM, LLC are unaffiliated investment advisory firms.
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