RWM, an independent Registered Investment Adviser (RIA), is part of the Ruggie Capital Group, which provides a continuum of financial services through its companies Edge Solutions, and our newest firms, Smart Assets Optimizer – which serves those who are just starting out and those seeking a simplified investment-based solution, and Destiny Family Office – which provides comprehensive investment and life-planning solutions to affluent individuals, entrepreneurs, entertainers, athletes and their families.
Through the years, we’ve added to our flagship office in Tavares, with offices in Winter Park and The Villages.
Ruggie Wealth’s services have always been developed in response to client needs because we believe we can learn more from communicating well with our clients than imitating competitors.
Today, 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 and the Financial Times, as well as Tom’s recent selection to the Forbes Finance Council.
With investment strategies and strategic partners all working toward accomplishing our clients’ goals, Ruggie Wealth’s client retention rate remains around 97%.