by admin | Dec 13, 2024 | News
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...
by admin | Dec 13, 2024 | News
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...
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 | Dec 14, 2023 | News
This prestigious ranking, announced April 26, was the first of its kind awarded by USA Today and Statista Inc., the world-leading statistics portal and industry-ranking provider. USA Today and Statista selected the Best Financial Advisory Firms 2023 based on two...
