Who We Are
We want our work to
better people’s lives
Our team is never complacent.
We strive every day to overcome challenges,
solve problems, do the right thing, and
exceed expectations.
ABOUT US
Nationally-recognized Ruggie Wealth Management/ Destiny Wealth and our principals offer investment advisory services under our independent RIA Destiny Wealth Partners, which manages more than $1.2 Billion in assets.
We have four offices conducting business under the Ruggie Wealth Management/Destiny Wealth name in Tavares, The Villages®, Winter Park, and Jacksonville, a partnering office – Nichols Wealth Partners in Boca Raton, and Destiny Family Office, in Winter Park.
Destiny Family Office helps ultra-high-net-worth wealth creators, wealth inheritors and their families navigate the complexity that comes from managing significant resources.
OUR PURPOSE
We want to assist those 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.
PROFESSIONALISM
Our Destiny Wealth Partners’ team, which includes Ruggie Wealth and Destiny Wealth, was honored to be named the 2024 InvestmentNews RIA Team of the Year (10 Advisors or More). According to InvestmentNews, this prestigious award “recognizes the significant work and achievements of the nation’s most outstanding advisory team for their excellence in areas including client service and innovation.”
We hire highly-qualified, dedicated, financial professionals for our team who put in the time needed to stay atop the industry. As a result, most of our Leadership Team have achieved the highly-respected professional designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) or Chartered Financial Consultant (ChFC®).
PLAN YOUR FUTURE WITH US
Let us connect you with an advisor who will provide you with advice and a sphere of investments built around your short-and long-term goals. Our complimentary consultation can help you achieve the peace of mind that comes with exacting financial planning.
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