2100 Lake Eustis Dr.
Tavares, FL 32778
(352) 343-2700

620 N. Denning Dr.
Winter Park, FL 32789
(407) 644-2701

Pinellas Plaza, #2520
(2520 Burnsed Blvd.)
The Villages, FL 32163
(352) 343-2700

  • Welcome to Ruggie Wealth Management

    Our clients – individuals and families, businesses and foundations – come to us to develop, manage, and execute customized wealth strategies for them. They are busy, smart people who know they don’t have the time, desire or specialized expertise to oversee the complex process of managing their wealth now and for the future. Read More
  • What is wealth
    worth to you?

    After your dream has become reality what do you do? You may want to venture into something new or expand your existing horizons. Whatever your goals, we make sure our focus is firmly on helping you meet them. Read More
  • Choose Your Financial Advisor as Carefully as Your Heart Surgeon.

    Ruggie WealthCare: Rx For The Financial Health of Your Wealth. Now in The Villages. Read More
  • Ruggie Wealth Introduces Ruggie WealthCare

    Ruggie WealthCare® is an exciting new initiative of nationally-acclaimed Ruggie Wealth Management, more than 20 years in the making. This unique four-step financial-planning process and ongoing action strategy can help provide retirees and those nearing retirement with financial peace of mind throughout their retirement years. Read More
  • RWM Launches

    New UMAs

    Our Unified Managed Accounts set a new standard in helping you to better plan to achieve your financial goals. Our UMA’s provide an enhanced investment management process/integrated money management vehicle, one statement and a single, unified view of your investment strategy performance. Read More
  • Enhance Your Life

    Our mission is to assist clients who don’t have the time, desire or specialized expertise to oversee the complex process of managing wealth, by providing the processes, team and proactive advice necessary to do so. We want to give you and your family the freedom to enjoy life and to focus your time on other important things. Read More
  • Advance & Protect

    The World Has Changed. Shouldn't your investment strategy?

    Ruggie Wealth Management’s Advance & Protect Strategy takes a pro-active rather than reactive approach to investment. Instead of simply buying investments and holding them in the hope they will keep rising in value, we carefully watch the markets and do exhaustive research to try to spot trends early. That allows us to alter the make-up of portfolios when we see conditions begin to change.
    Read More
  • Taking a Bite

    of the Big Apple

    In 2013, Tom Ruggie was chosen to attend the NASDAQ Opening Bell Ceremony in NYC’s Times Square. Read More
  • RWM Offers Alternative Portfolio

    Over the last decade, investors have experienced extraordinary volatility in traditional stock and bond asset classes. Historically low interest rates and a close correlation between asset classes has led our investment team to integrate alternative investment strategies. Our goals are to:
    • Maximize portfolio income
    • Reduce overall portfolio volatility
    • Reduce risk through greater diversification and low-to-negative correlation
    • Preserve and grow wealth

    Read More
  • Retirement Planning for Businesses

    Meeting the increasingly complex needs of employers and retirement plan participants alike, our technology and resources help reduce cost and fiduciary risk, while our team of advisors serve as an extension of your human resources department — leveraging years of experience to optimize outcomes. Read More
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