Tavares | Winter Park | The Villages

Ruggie Wealth Named to Barron’s 1200 Top Financial Advisors for Sixth Time

Ruggie Wealth Management announced that Founder and CEO Thomas H. Ruggie, ChFC®, CFP®, has been named to Barron’s list of America’s Top 1,200 Advisors: 2018. This is the sixth time Ruggie has earned this distinction, and the fourth straight year.

Barron’s publishes its annual Top 1200 Advisors by State compilation to recognize advisors demonstrating exceptional performance, professionalism, client service and community involvement. Among the factors the “Barron’s Top 1,200 Advisors” ranking takes into consideration are quality of practice, assets under management, revenues, and philanthropic work.

“Competition is steep to be selected for this list, and those who make the cut represent a very high level of achievement in serving their clients’ wealth management needs,” said Ruggie of the ranking which recognizes both an elite group of independent financial professionals and large wirehouses. “I believe our clients turn to us because of our dedication to placing their interests above ours, and for the strength of our processes and collective wisdom of our team. To once again be named among Barron’s Top Advisors is an honor that reinforces we are doing what we set out to do on our clients’ behalf.”

Ruggie Wealth Management provides services to individual and corporate clients, as well as to a select group of endowments and foundations. As the flagship company of Ruggie Capital Group, Ruggie Wealth offers a broad range of services and products to help clients achieve their financial goals. Ruggie Capital Group recently launched Destiny Family Office to expand their continuum of services to high-net-worth clients.

The firm has offices in Tavares, Winter Park and The Villages®, FL.

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