by admin | Dec 9, 2024 | Breaking news, News
Bill Newton, Tom Mahoney, and Maureen Utz Join the Destiny Wealth Partners Family Bill Newton, Founder of Jacksonville-based Sterling Newton, is excited to announce his decision to affiliate with Central-Florida based Destiny Wealth Partners, LLC under the name...
by admin | Dec 4, 2024 | Breaking news, News
We’re excited to announce that Destiny Wealth Partners was named “RIA Team of the Year (10 Advisors or More)” in the prestigious InvestmentNews 2024 Awards of Excellence. Winners were announced at a black-tie, red-carpet gala held June 20 at the elegant 583 Park...
by admin | Dec 4, 2024 | Breaking news, News
2nd Year in a Row for this Prestigious Recognition Destiny Wealth Partners has been named to the third annual Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research. The ranking, published by Forbes on October 8, 2024, highlights the top 250 advisory...
by admin | Nov 27, 2024 | Careers
by admin | Nov 4, 2024 | Wealth of Ideas
By Rob Clark, CFP® Managing Partner and President Ruggie Wealth Management While a 529 plan has long been a popular choice to save for educational expenses, (typically your child’s), a provision in the SECURE 2.0 Act passed in 2022, allows leftover funds from a 529...
