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Tom Ruggie Recognized on InvestmentNews 2025 Hot List

In a remarkable showcase of achievement, Tom Ruggie, founder and CEO of Destiny Wealth Partners and Destiny Family Office, has been honored with a place on the esteemed InvestmentNews Hot List of Top Financial Professionals for 2025. This marks the second consecutive year that Ruggie has earned this prestigious distinction, recognizing him among the elite professionals shaping the future of wealth management through outstanding leadership and innovative practices.

A Legacy of Excellence

With an illustrious career spanning over three decades, Ruggie has established a strong reputation in the wealth management sector. His journey began with the founding of one of the nation’s leading wealth management organizations, which encompasses an independent registered investment adviser, various wealth management firms, and a family office. In 2017, he launched Destiny Family Office, which has transformed how individuals and families engage with wealth management, offering a personalized touch within a multi-family office setting that simplifies the complexities associated with substantial wealth.

Ruggie’s dedication to excellence is reflected in his numerous accolades, including being named the InvestmentNews Advisor of the Year for Alternative Investments in 2025. He has also achieved recognition as a consistent figure in Barron’s Top 1200 Financial Advisors, earning this title 13 times, and was notably ranked as Forbes’ #1 Best-in-State Wealth Advisor in 2024 and #2 in 2025. Furthermore, his team was honored as the RIA Team of the Year by InvestmentNews in 2024.

Redefining Wealth Management

Ruggie is not just a wealth manager; he is a thought leader who is actively redefining modern wealth management. He focuses on several critical areas: alternative investments, direct investments, co-investments, and collectibles as legitimate components of a diverse portfolio. Ruggie's expertise allows him to foster strategic partnerships that give his clients access to exclusive institutional-grade investment opportunities, including groundbreaking firms like X.AI, Stripe, Anduril, and even pre-IPO companies like Reddit.

According to Ruggie, “There’s a growing appetite for alternative investments as investors seek to diversify beyond traditional portfolios. I educate clients about the opportunities and complexities within this space—from private equity to structured credit—enabling them to access institutional-quality investments while aligning with their personal values.” This educational approach underscores Ruggie’s commitment to empowering clients in the rapidly evolving investment landscape.

Moreover, Ruggie's passion for collectibles, which include fine art and vintage automobiles, drives his belief that these items possess both emotional and financial value. He encourages treating collectibles with the same rigorous analysis applied to traditional financial assets, asserting that they should form a meaningful part of a client’s broader wealth narrative.

A Visionary Leader

InvestmentNews states, “While pundits continue to debate political, economic, and social forces, the leading wealth professionals know what truly matters is how they respond to challenges.” Ruggie’s ability to guide his clients through disruption and unforeseen market shifts exemplifies the qualities that earned him his recent honors.

In addition to his wealth management responsibilities, Ruggie remains committed to nurturing future leaders in the financial industry. He is actively involved with organizations like Strategic Coach and TIGER 21, where he shares insights on entrepreneurship, leadership, and innovation with emerging professionals. His engagement extends to educational initiatives such as the University of Central Florida’s Blackstone LaunchPad Speakers’ Series.

Building the Hot List for InvestmentNews involves a nationwide nomination process where financial professionals identify exceptional leaders. The final selection comprises the top 100 figures whose efforts have significantly influenced the wealth management industry in the past year. “I’m just trying to make things better, searching for improvements in all aspects of our business, and creating a better experience for our clients,” Ruggie remarked humbly.

About Destiny Wealth Partners

Destiny Wealth Partners, along with its various branches including Destiny Wealth Management and Nichols Wealth Partners, manages over $1.5 billion in assets. The firm is dedicated to simplifying financial management for clients, which include entrepreneurs, executives, and families facing the intricacies associated with substantial financial resources. With a strong emphasis on high-impact services and meticulous integration of legal, tax, and financial advisory, Ruggie’s organization aims to offer clients the freedom to focus on what truly matters to them.

For more information about Tom Ruggie and Destiny Wealth Partners, visit Destiny Family Office.