Tavares | Winter Park | The Villages


Ruggie Wealth Management is committed to maintaining strong relationships with our clients, and as a result, we’ve established a presence in locations which are convenient to the communities in which the largest number of them live and work.

Our headquarters is located in Tavares, Florida, 35 minutes northwest of Orlando. Our office in Winter Park, which we share with our partner firm Destiny Family Office, is located just behind the Winter Park Village, and our newest office is located in Pinellas Plaza on 466-A, right in the heart of The Villages®.

Our partnering firm, KCG Investment Advisory Services is located right in the heart of beautiful and historic Savannah, GA.

We offer comprehensive financial planning and financial advice, investment and portfolio management, tax efficiency, retirement income planning, estate planning, trust services and full risk analysis. We also work with business owners and individuals with qualified retirement/401(k) plans.

Our primary service areas include: Tavares, Winter Park, The Villages®, Orlando, Windermere, Celebration, Baldwin Park, Lake Nona, Longwood, Altamonte Springs, Lake Mary, Winter Garden, Kissimmee, Lake Buena Vista, Sanford, Saint Cloud, Winter Garden, Daytona Beach, Apopka, Ocoee, Casselberry, Oviedo, Clermont, Winter Springs, Altamonte Springs, Lake Mary, Lady Lake, Summerfield, Fruitland Park, Belleview, Wildwood, Bushnell, Sumterville, Ocala, Coleman, Tampa, St. Petersburg, Clearwater, Melbourne, Merritt Island, Cocoa Beach, Mount Dora, Eustis, Leesburg and all of Central Florida. In addition we serve clients in Savannah, Georgia and the areas which surround it.

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