Tom Ruggie, ChFC®, CFP® Speaks at Investment News RIA Summit

Tom Ruggie, ChFC®, CFP® Speaks at Investment News RIA Summit

Tom was invited to join other national thought leaders and change-makers in a panel discussion of “Fee-Based Everything”. In this live event, held November 7-8, 2022 in Boston, they discussed why there are now more options than ever, including alternative investments,...
Tom Ruggie Tops Forbes Best-in-State Wealth Advisor List

Tom Ruggie Tops Forbes Best-in-State Wealth Advisor List

Tom Ruggie Ranked No. 1 in North Florida by Forbes Best-in-State Wealth Advisors 2024 7th time for independent RIA and Family Office Founder – every year since recognition’s inception We’re excited to announce that Tom Ruggie, ChFC®, CFP®, founder and CEO of...
Early Adopter Who Understands Collectibles

Early Adopter Who Understands Collectibles

May 16, 2024By Emily DouglasInvestmentNews Alternative investments are going to continue to play a key role, even for the mass affluent market. Destiny Family Office Founder and CEO Tom Ruggie knows this well. As a world-class collector of autographed baseball cards...