Tavares | Winter Park | The Villages

Investment Strategy

Ruggie Wealth Management’s investment strategy reflects our belief that the days of simply buying and holding a portfolio of stocks, bonds or mutual funds are long gone. Today, dozens of asset classes with broad diversification are available to help protect your portfolio against extreme market volatility. Ruggie Wealth Management looks at the entire global financial market to find these opportunities.

Our team goes through a comprehensive discovery process to learn who you are, what’s important to you, and what your interests, values and dreams are. We then go through a strategic proprietary process to help you set an investment course which evaluates the correlation between the money you have, the money you need and when you will need it. Once your investment course is set, we are here to stand beside you as you face every significant financial decision throughout your lifetime.

We believe that having a well thought-out, understandable strategy, which helps protect portfolios and provide opportunity for growth, will provide financial confidence for our clients.

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LPL

Charles Schwab

TD Ameritrade

Envestnet

RWMLink

Fidelity