In 2013, for the second time, Florida-based Ruggie Wealth Management’s Tom Ruggie was named to Barron’s List of America’s Top 1000 Financial Advisors.
This list includes both independent advisory firms and large wirehouses. Tom was the only independent financial advisor chosen from the Central Florida area.
“Being independent allows our firm to customize investment strategies to individual client goals. Those strategies are then implemented by our experienced team using a disciplined process.”
“In Ruggie Wealth’s years of doing business, the demand for independent financial advisors who act in their clients’ best interest has increased. More and more people are telling us our business model, processes and exceptional service are exactly what they’re looking for, and we believe they’re what continue to earn us national attention. We’re proud to be honored by Barron’s as one of the nation’s top advisor.”
Barron’s ranks financial advisors on factors including quality of practice, assets under management, philanthropic work, revenue produced for the firm and regulatory record. Quality of practice includes an advisor’s regulatory/compliance record and philanthropic and charitable work.
Ruggie Wealth Management continues to grow – even through the recent challenging economic period. “One of the indicators we’re most proud of is a client-retention rate which is consistently about 98 percent.”