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.