By creating strategic partnerships and alliances with other leading firms, we are able to seamlessly manage numerous aspects of our clients’ financial situations, including:
• Investment management • Estate planning and trust services • Business advisory services • Retirement Planning
• Charitable planning
As part of a clients’ team of trusted advisers, we also work closely with their attorneys, CPAs, payroll companies and insurance companies to help with even their most sophisticated financial needs. Our partnerships and alliances serve to combine the products, services and talents of other leaders in their respective industries with the comprehensive wealth advisory services of Ruggie Wealth Management.
Destiny Wealth Partners, based in Central Florida, is a Registered Investment Advisor (RIA) founded by Thomas H. Ruggie, CHFC®, CFP®, who is also Founder and CEO of Ruggie Wealth Management, Destiny Family Office and Destiny 401(k).
Destiny Wealth Partners manages the investment portfolios for these firms, and provides wealth management services, consulting, financial planning, retirement planning, and investment supervisory services.
Destiny Family Office helps individuals and families see more clearly across the chasm that separates them from where they are to where they want to be — not just for themselves but for decades and generations into the future. We help those we are privileged to serve to better imagine, create and live their Destiny.
Our Multi-Family Office provides comprehensive investment and life-planning solutions to affluent individuals, entrepreneurs, entertainers, athletes and their families, structuring and preserving their wealth for future generations in a profoundly personal and hands-on way which ensures the best-possible alignment of interest between our advisors and our clients.
We use our passion for empowering people to focus on what is most important to them, so they may live their best lives and have the greatest impact on the world around them.
In the Bag…Professional Golfer David Vanegas has been spotted on the PGA Latin America and Web.Com golf tours sporting a Ruggie Wealth logo on his golf bag. David won the Colombian Open in 2014 and the Abierto Internacional de Golf II Copa Antioquia in Rionegro in 2010, an event co-sanctioned by the European Challenge Tour and the Canadian Tour.
While we serve many families, we operate as though we are the team serving a single family: getting to know them intimately, appreciating both their articulated and unarticulated needs, helping them to appreciate all they do not know and often do not see, and working to deliver an exceptional experience uniquely tailored to them.
Destiny Family Office is built on a broad range of expertise in the management of investments and portfolios, asset protection, budgeting, educational funding, and philanthropy.
From the perspective of our clients, it’s more—so much more—than how we manage their financial needs and implement strategies; it’s how we stand beside them along their journey, helping them to better navigate the great complexity that encompasses their business, financial and personal worlds.
Our professionals align with diverse experts who create a cohesive plan. Together, we work as one – focusing entirely on our clients’ needs, wants and goals to achieve their mission and goals.
With more than 30 years of experience providing wealth management to entrepreneurial and innovative individuals, families and family firms, we understand the unique challenges they face — and how to address them.
Headquarters
620 N. Denning Dr.
Winter Park, FL 32789
Offices also in • Tavares • The Villages® • Savannah
First Trust Capital Management L.P. (“FTCM”) is an asset management firm that specializes in providing diversified alternative and income oriented investments as an adviser or manager to public and private investment funds as well as separately managed accounts for other RIAs. FTCM has particular expertise in real estate, private equity, private credit, real assets and hedge fund investments. FTCM has an investment research team, First Trust Alternative Investment Research (“FTAIR”), that performs due diligence on managers across all asset classes and strategies, and maintains a proprietary database of firms, portfolio managers, and their investment products.
Advertising, PR and interactive/digital firm specializing in the financial, healthcare, legal and other professional fields. PRfect Creative serves as Ruggie Wealth Management’s marketing company.
Advertising, PR and interactive/digital firm specializing in the financial, healthcare, legal and other professional fields. PRfect Creative serves as Ruggie Wealth Management’s marketing company.