#United States #Wealth Management #Thomas Ruggie #Destiny Wealth #Tavares, Florida

Thomas Ruggie Recognized on the InvestmentNews Hot List

In a significant achievement for the wealth management industry, Thomas Ruggie, the founder and CEO of Destiny Wealth Partners, has been named to the 2024 InvestmentNews Hot List. This prestigious recognition highlights over 30 years of Ruggie's contributions to the financial sector, placing him among the best in the field as deemed by his peers.

InvestmentNews annually compiles this list to honor top financial professionals who are shaping the future of wealth management and driving innovation. The selection process is thorough, inviting wealth professionals across the United States to nominate their most outstanding leaders. From hundreds of nominations, 97 professionals were ultimately recognized. Ruggie’s inclusion in this list showcases his significant impact in steering the wealth management sector forward over the past year.

Ruggie has consistently upheld a philosophy centered around integrity, innovation, and active engagement with current trends in the financial industry. Recently, he was also named the #1 Forbes Best-in-State Wealth Advisor in North Florida, marking his twelfth inclusion in Barrons' list of the Top 1200 Financial Advisors. These accolades are a testament to Ruggie’s relentless dedication to client success and industry excellence.

At the helm of Destiny Wealth Partners—an independent registered investment advisor (RIA) based in Central Florida—Ruggie oversees a firm managing over $1.2 billion in assets. The firm prioritizes addressing the complexities faced by wealth creators and inheritors while providing a holistic approach to financial management. Under Ruggie's leadership, Destiny Wealth Partners operates several entities, including Ruggie Wealth Management, Destiny Family Office, and Nichols Wealth Partners.

The year 2024 has been particularly noteworthy for Ruggie: Destiny Wealth Partners was honored as the "RIA Team of the Year (10 Advisors or More)" at the InvestmentNews 2024 Awards of Excellence and was ranked #4 among RIA firms in Florida by Forbes. Reflecting on these achievements, Ruggie stated, "I’m simply trying to make things better, constantly searching for improvements in every aspect of our business. Our goal is to elevate the client experience and eliminate complacency."

Destiny Wealth Partners has consistently been at the forefront of industry transformation. Ruggie and his team were early adopters of fee-based financial planning, were pioneers in transitioning to an RIA-only platform, and embraced innovative practices such as multi-family offices and alternative investments long before they gained widespread traction in the industry.

The company aims to simplify the complexities that clients encounter in managing their wealth, allowing them to dedicate more time to pursue their passions. Ruggie's commitment to innovation is not merely about introducing new tools or services; it extends to fostering a culture where best practices and inspirations are shared among industry leaders to advance the sector collectively.

Chris Sweeney, Managing Editor at InvestmentNews, elaborated on Ruggie's recognition, highlighting his role as a leader at the frontline of change within the wealth sector. Sweeney emphasized that this accolade reflects Ruggie's dedication to fostering excellence in the industry while delivering exceptional outcomes for clients.

About Destiny Wealth Partners

Destiny Wealth Partners was established to streamline financial complexities for clients, who primarily include business executives, entrepreneurs, and families with significant assets. The dedicated team works to ensure that legal, tax, and financial services are integrated seamlessly, allowing clients to focus on what truly matters.

For more information about their services, visit Destiny Wealth Partners.

Disclaimer: This article reflects the views and opinions of the author and does not constitute an investment recommendation. Recognition in publications like InvestmentNews does not guarantee future investment success.