Tavares | Winter Park | The Villages

Facts & Figures

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 nearly $1 Billion in assets. We have three offices conducting business under the Ruggie Wealth name, our partnering office KCG Investment Advisory Services in Savannah, 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.

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Charles Schwab

TD Ameritrade

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Fidelity