Welcome to
Ruggie Wealth Management and Destiny Wealth
(formerly Sterling Newton)
Pursue the goals that give your life meaning
Ruggie Wealth Management and Destiny Wealth partner with busy, successful individuals, families, executives and entrepreneurs to develop and execute integrated, personalized wealth strategies. We handle the complexities of financial planning, a sphere of investment capabilities, wealth preservation, tax and estate strategies, to give you more time to do what you love with those you love.
Who We Serve
Whatever stage of life you’re in,
we create tailored financial strategies to
address your evolving needs and goals.
PLAN YOUR FUTURE
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.
GET TO KNOW US. GET TO KNOW YOURSELF.
No two situations are alike. Our Scorecard can help you evaluate your current situation, challenges, and opportunities, and gauge where you ideally want to be. It only takes a few minutes but its insights may be profound.
Rankings & Awards
We are honored to have earned the recognition or acclaim of many of the leaders in our industry.
Rankings are specific to Destiny Wealth Partners, its affiliated firms, or to Thomas Ruggie, ChFC®, CFP®. Learn more. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Ruggie Wealth Management is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Ruggie Wealth Management by any of its clients. Rankings published by magazines, and others, may base their selections on information prepared and/or submitted by the recognized adviser. Recognition Disclosures
LEADERSHIP
With deep expertise in wealth management, financial planning, and a wide sphere of investment capabilities, our Executive Team sets a high standard for our advisory, operations and support teams who deliver personalized strategies designed to build and protect our clients’ long-term financial success.
OUR CORE VALUES
- We are a relationship business
- Fanatical attention to consistency and detail
- Do the right thing…period
- No complacency; we're never satisfied
- Our team is committed to the bigger picture
- We shoot for perfection understanding we will never get there