KCG Investment Advisory Services LLC

KCG Investment Advisory Services LLC Kimberly is a twenty year veteran of the financial services industry with diverse experience from br She has managed stock, bond and mutual fund portfolios.

Kimberly is a twenty year veteran of the financial services industry with diverse experience from brokerage, insurance and banking, to trust services.

Seasoned, successful financial advisors from Destiny Wealth Partners’ firms -- Ruggie Wealth Management, Destiny Family ...
08/25/2023

Seasoned, successful financial advisors from Destiny Wealth Partners’ firms -- Ruggie Wealth Management, Destiny Family Office (Central Florida), KCG Investment Advisory Services (Savannah), and Nichols Wealth Partners (Boca Raton) – gathered for a retreat in Orlando recently to reflect on their achievements while challenging themselves to combine their talents and energy to help the firm continue on its trajectory of growth. Engaging with their peers provided a powerful look at how knowledge, people, passion and processes are fueling service excellence to the firm’s clients in areas such as investments/alternative investments, private trust, wealth and estate planning. The firm reached $1B in assets under management as of market close July 13, 2023.

Destiny Wealth Partners has once again earned a coveted position on Financial Advisor’s ranking of Top RIA Firms for a 1...
08/24/2023

Destiny Wealth Partners has once again earned a coveted position on Financial Advisor’s ranking of Top RIA Firms for a 13th year.

This achievement reflects our dedication to providing white-glove service to our valued clients, and to helping empower them to achieve their financial goals.

Welcome to our weekly commentary. As always, feel free to call our office with any questions or comments you may have. h...
08/23/2023

Welcome to our weekly commentary. As always, feel free to call our office with any questions or comments you may have. https://tinyurl.com/wc82223DWP

Destiny Wealth Partners has been recognized among the elite ranks of financial advisory firms nationwide. We take immens...
05/26/2023

Destiny Wealth Partners has been recognized among the elite ranks of financial advisory firms nationwide. We take immense pride in our inclusion on the USA TODAY and Statista Best Financial Advisory Firms award list, an esteemed recognition that speaks to our unwavering commitment to excellence in all areas of our practice.

Today we want to thank all our veterans for your sacrifices, and courage. For your dedication to keeping us safe and for...
11/11/2022

Today we want to thank all our veterans for your sacrifices, and courage. For your dedication to keeping us safe and for all you did for our country.

Tom Ruggie, ChFC®, CFP®, Founder and CEO of Destiny Family Office, recently published a Forbes article titled “Deconstru...
05/15/2021

Tom Ruggie, ChFC®, CFP®, Founder and CEO of Destiny Family Office, recently published a Forbes article titled “Deconstructing a Collection: Preparing Your Family to Handle Your Investment Down the Road”.

Tom uses his experience with his own considerable sports memorabilia collection to provide crucial guidance to like-minded clients and other collectors, especially those whose families don't share a passion for their collection, in case collecting intersects with their worst day ever. Read it today exclusively at Forbes. https://www.forbes.com/sites/forbesfinancecouncil/2021/05/13/deconstructing-a-collection-preparing-your-family-to-handle-your-investment-down-the-road/?sh=1aaf10a93d52

12/21/2020

Despite little movement toward more stimulus, stocks closed last week higher.

12/14/2020

Equities posted gains by the end of last week, despite news of President Trump's positive virus test.

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315 Commercial Drive Suite C1
Savannah, GA
31406

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