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 Destiny Wealth. Destiny Wealth is comprised of Newton, who will serve as Partner and Senior Wealth Advisor, Tom Mahoney, Business Development Officer, and Maureen Utz, Client Relationship Manager.

Destiny Wealth Partners was founded by 30-year industry veteran Thomas Ruggie, ChFC®, CFP®, and has more than $1.2 billion in assets under management. It also conducts business as Destiny Family Office and Ruggie Wealth Management and from three offices in Central Florida, and Nichols Wealth Partners in Boca Raton, Florida.

Destiny Wealth offers comprehensive wealth management and planning to select high-net-worth families, individuals and business owners. “We offer our clients wealth management solutions with a focus on mitigating their tax liabilities, helping them provide for their heirs, vigorously protect their assets and magnify their charitable and philanthropic impact in line with their unique objectives and priorities,” said Bill.

“As the marketplace clamors for high value, investors are demanding more and more from advisors. The Destiny Wealth Partners team recognized this shift taking place and has made some extraordinary leaps to prepare for the future growth of their firm. I know my clients will see the immediate effects of our partnership by having increased access to a broad sphere of investments including alternative investments for accredited investors and direct investments and co-investments for our qualified purchasers.”

“Destiny Wealth Partners is excited to add such a high-caliber, well-respected team to our growing family,” said Tom. “Bill has earned a reputation as a caring, hardworking, passionate advisor who wants to see people win, and we’re glad to have him on our team.”

Investment Advisory services offered through Destiny Wealth Partners, LLC an SEC Registered Investment Advisor. *Additional disclosures and important information at ruggiewealth.com/disclosures.