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...
We Welcome Sterling Newton! Now Destiny Wealth

We Welcome Sterling Newton! Now Destiny Wealth

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...