Ruggie Wealth Management - Tavares, Florida

Considered One of the Top Wealth Management Firms in the Country

Ruggie Wealth Management provides comprehensive asset management and financial planning services for individuals and businesses. Founded by Tom Ruggie, ChFC, CFP, who started in business in 1991, the firm represents a distinguished group of clients throughout the United States. Ruggie Wealth Management enjoys a well-deserved reputation for developing lasting client relationships, providing unbiased, research-driven financial advice and supporting other client needs through strategic alliances with experienced professionals.

Tom Ruggie Named to Barron's Top 1000 Advisors

Our Founder and CEO Tom Ruggie was again named to Barron's prestigious list of the Top 1000 Advisors in the nation. As more and more people tell us our business model, processes and exceptional service are exactly what they're looking for, we can't help but believe they are also part of what has been attracting national attention. We thank you for turning to us for your comprehensive asset managment and financial planning services, and for the trust you've placed in us. See our listing at http://webreprints.djreprints.com/3103740392224.html

Ruggie Wealth to Sponsor VIP Pavilion at Festivals of Speed - Mission Inn

This year's Festivals of Speed motorsports gathering & luxury lifestyle display at Mission Inn, will be held Sunday, May 5 from 10 a.m. - 4 p.m. Proceeds will benefit the Tom & Kim Ruggie Family Foundation supporting the LRMC Foundation and Combat Veterans to Careers, and will feature the world's finest vintage and contemporary cars, motorcycles and watercraft set on the plush fairway of the Mission Inn Resort's Championship Golf Course.

Ruggie Wealth will again sponsor the VIP Pavilion. VIP tickets are available by contacting us at 352.343.2700 or by emailing This e-mail address is being protected from spambots. You need JavaScript enabled to view it. . VIP tickets are also available at FestivalsofSpeed.com and include event admission, luncheon, open bar, special lounge and seating.

Firm Brochure

As an Investment Advisory firm registered with the SEC, we are required to offer you our disclosure documents annually. You will find our Ruggie Wealth Management Form ADV 2 Brochure and Privacy Policy by clicking HERE.

Weekly Commentary

If you would like to receive our weekly commentary or to request an archived commentary please email Sarah at This e-mail address is being protected from spambots. You need JavaScript enabled to view it. .

Ruggie Method Distribution Strategy

Ruggie Distribution Strategy This innovative strategy replaces the conventional evaluation process of determining how and when an individual's retirement savings should be distributed with a new statistical method.

In The News

Whether Ruggie Wealth Management is being recognized as a leading investment firm, or President Tom Ruggie is quoted as an industry expert, read about our latest activities.

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Flashpoint Video February 2013
Flashpoint Feb. 2013
Pre-paid College Tuition

Flashpoint Video December 2012 part 1
Flashpoint Dec. 2012 - Part 1

Flashpoint Video December 2012 part 2
Flashpoint Dec. 2012 - Part 2

Flashpoint

Fox Business

CNBC OTM
CNBC On the Money

Ruggie Wealth Management President Tom Ruggie has been invited to share his insights and financial planning advice with audiences and viewers of numerous media outlets including CNBC, CNN Money, MSNBC, Flashpoint and Fox Business News. Topics cover the gamut of frontburner issues including investment risk tolerance, college financing, and retirement savings.