Tavares | Winter Park | The Villages

Ruggie Wealth Management Affiliates with Industry-leading Registered Investment Advisory Firm

Tavares, FL 7/2/18 –Ruggie Wealth Management, an independent investment and wealth management firm with three Central Florida locations, is excited to announce its alignment with Carson Group Partners, a partnership community of professional advisory firms across the U.S.

Thomas H. Ruggie, ChFC®, CFP®, President of Ruggie Wealth Management, will remain in charge of all business decisions and operations, and Ruggie Wealth Management will continue as an independent firm. The alignment highlights the close relationship between Ruggie, and his friend, mentor and financial coach of more than 15 years, Ron Carson CFP®, ChFC®, founder of Omaha-based Carson Wealth and Carson Group Partners. Both firms bring well-respected brands to the relationship and share a deeply-held commitment to delivering a proactive game plan and straightforward transparency to the clients they serve.

“We are excited to be aligning with a like-minded group of leading innovators who share a deep industry knowledge, vast network of specialized services, demonstrated investment strategies and abiding passion for serving clients,” said Ruggie.

“Our top priority has always been to help our clients pursue their long-term goals and aspirations. Because of this alignment, our bench strength and support for operational functions such as compliance and trading are being enhanced, as is our access to leading-edge technology following Carson’s $52 million technology-platform investment. 

“Ron and I have been recognized among the nation’s most trusted advisors, and we are extremely excited for what our partnership will mean for our firm, our clients and the future of financial services,” added Ruggie.

“The marketplace is clamoring for high value, no matter the industry or profession,” said Carson. “Investors are demanding more and more from advisors. The Ruggie Wealth team recognized this shift taking place under our feet and made some extraordinary leaps in the future growth of their firm. Their clients will see the immediate effects by having increased access to more resources, fee/cost reduction, an innovative online experience, more investment options, enhanced high net-worth planning and succession strategies.”

In addition to being a mainstay in the Barron’s annual list of top wealth management firms, Carson Group was recently added to the Inc. 5000 list of America’s fastest growing companies, the Forbes list of America’s Top Wealth Advisors and was recognized by InvestmentNews as one of a select few Innovators in financial services.

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About Ruggie Wealth Management

The flagship company of Central-Florida-based Ruggie Capital Group, Ruggie Wealth Management manages individual and corporate wealth, as well as the assets of select endowments and foundations. For more than 25 years, Founder Tom Ruggie has leveraged his entrepreneurial spirit, investment strategy and steadfast dedication to client service into a nationally-recognized firm which, along with its principals, advises on nearly $650 million in assets. Ruggie Wealth has been recognized among America’s Top 1200 Financial Advisors six times by Barron’s, among America’s Top 300 Advisors three times in a row by the Financial Times, and Ruggie serves on the Forbes Finance Council.  He is also a philanthropist who founded The Tom and Kim Ruggie Family Foundation. Visit them at ruggiewealth.com, 352.343.2700 or by email at truggie@ruggiewealth.com.

*Barron’s magazine, October 20, 2014 issue. The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. 

Investment advisory services offered through RWM Asset Management, LLC, Ruggie Capital Group, Inc. and CWM, LLC, these firms are SEC Registered Investment Advisors. Carson Group Partners, a division of CWM, LLC, is a nationwide partnership of advisors. RWM Asset Management, LLC, Ruggie Capital Group, Inc. and CWM, LLC are unaffiliated investment advisory firms.

www.ruggiewealth.com

P:: 352.343.2700   |   F:: 352.742.2607   |   2100 Lake Eustis Dr.   |   Tavares, FL 32778

Investment advisory services offered through RWM Asset Management, LLC, Ruggie Capital Group, Inc. and CWM, LLC. These firms are

SEC Registered Investment Advisors. Carson Group Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

RWM Asset Management, LLC, Ruggie Capital Group, Inc. and CWM, LLC are unaffiliated investment advisory firms.

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