About The Instructor
A 30+ year veteran of the wealth management industries, Tom Ruggie, ChFC®, CFP® founded Ruggie Wealth Management, the flagship company of independent RIA Destiny Wealth Partners, one of the premier wealth management firms in the country with $1B AUM as of July 13, 2023. Destiny Wealth Partners also conducts business as KCG Investment Advisory Services, Savannah, GA, and Nichols Wealth Partners, Boca Raton, FL.In 2016, Tom founded Destiny Family Office to help HNW and UHNW individuals and families, face head-on the increasing complexities inherent in their business and personal lives.
Three key areas of emphasis include: 1. Access to a compelling sphere of investments, including alternative, direct and co-investment opportunities, 2. creating a special niche for high-end collectors whose collections signify a significant alternative investment, and 3. strengthening the firm's private trust capabilities.
Tom's been ranked 11X Barron's Top 1200 Financial Advisors and 6X Forbes/Shook Research Best-In-State Wealth Advisors (2023: 5th in North FL). His articles on alternative investments and collectibles have appeared in Forbes.com, Kiplinger, Crain Currency, and Sports Collectors Digest, and he has been interviewed by Barron's Penta, The Wall Street Journal, New York Times, CNN Money, CNBC, and Fox Business News.