Destiny Wealth/Ruggie Wealth Management

Destiny Wealth/Ruggie Wealth Management Destiny Wealth provides asset management and financial planning for high-net-worth clients across FL.

Ruggie Wealth Management provides comprehensive asset management and financial planning services for individuals and businesses. Founded by Tom Ruggie, ChFC, CFP, who started in the financial industry in 1991, the firm represents a distinguished group of clients throughout the United States. Ruggie Wealth Management enjoys a well-deserved reputation for developing lasting client relationships, pro

viding unbiased, research-driven financial advice and supporting other client needs through strategic alliances with experienced professionals. We have offices in Tavares, The Villages®, and Winter Park.

Rates Rise, Oil Prices Fall
05/26/2026

Rates Rise, Oil Prices Fall

Destiny Wealth Founder and CEO Tom Ruggie, ChFC®, CFP®, has been named to the Forbes 2026 Best-In-State Wealth Advisors ...
04/29/2026

Destiny Wealth Founder and CEO Tom Ruggie, ChFC®, CFP®, has been named to the Forbes 2026 Best-In-State Wealth Advisors list, ranking #2 in North Florida.

This recognition reflects Tom’s continued dedication to serving clients with thoughtful planning and a disciplined approach to wealth management.

The Forbes Best-In-State Wealth Advisors ranking, developed by SHOOK Research, evaluates advisors based on a range of qualitative and quantitative factors, including industry experience, best practices, compliance records, and assets under management.

We’re pleased to share that the Excellence Awardees (finalists) for the 2026 InvestmentNews Awards have been announced, ...
04/22/2026

We’re pleased to share that the Excellence Awardees (finalists) for the 2026 InvestmentNews Awards have been announced, and Destiny Wealth Partners has been recognized in multiple categories:

• RIA Team of the Year (10 Advisors or More) – Destiny Wealth Partners
• Advisor of the Year – Alternative Investments – Tom Ruggie, ChFC®, CFP®

Finalists will now complete a detailed submission, which will be reviewed by an independent panel of judges to determine this year’s winners. According to InvestmentNews, “These individuals, teams, and organizations are redefining success and driving the profession forward.”

Winners will be announced at the InvestmentNews Awards Gala on June 24 in New York City.

The InvestmentNews Awards are based on criteria established by InvestmentNews, including both quantitative and qualitative measures. Finalists and winners are determined by an independent panel of judges. No compensation was provided to participate. This recognition is not indicative of future performance or client experience.

Congratulations to Senior Wealth Advisor Morgan Hatfield on her re-election as Vice President of SECO Energy’s Board of ...
04/21/2026

Congratulations to Senior Wealth Advisor Morgan Hatfield on her re-election as Vice President of SECO Energy’s Board of Trustees.

SECO Energy’s Board plays an important role in guiding the cooperative’s strategic direction and supporting its service to members.

This continued recognition reflects Morgan’s leadership, dedication, and commitment to serving her community. These are qualities she brings to both her role on the Board and her work at Destiny Wealth Partners. We’re proud to recognize her continued service in both capacities.

Address

2100 Lake Eustis Drive
Tavares, FL
32778

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+13523432700

Website

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