Tavares | Winter Park | The Villages

Treasures Abound at Daniel Frank Sedwick Auction

Watch a portion of Tom’s presentation

Tom Ruggie, ChFC®, CFP®,  Founder and CEO of Destiny Family Office, presented on the ‘Management of Collectibles in Wealth Portfolios’ to participants at the Daniel Frank Sedwick LLC  Treasure Auction 34, held recently in Winter Park, FL.

Tom, a 30+ year veteran of the wealth management field is also an avid collector of sports memorabilia, autographed baseball cards, and wine, who has published articles on collectibles and alternative investments in Kiplinger, Forbes.com, Crain Currency, and Sports Collectors Digest.

He spoke about the impact of collectibles as an alternative investment, the importance of including them in financial, tax and estate planning, and introduced his Collectibles Scorecard, which helps collectors understand where they are and where they ideally want to be in 10 critical areas directly impacting their collections.

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