Business Details
Your Trusted Partner for Financial Advisers Solutions
At Ruggie Wealth Management, we partner with busy, successful individuals, families, executives, and entrepreneurs to develop and execute integrated, personalized wealth strategies. Our team specializes in navigating the complexities of financial planning, investment management, wealth preservation, tax strategies, and estate planning, allowing clients to focus on what matters most to them. With over 30 years of experience, we provide access to a comprehensive range of investment solutions, including alternative investments for eligible clients, underpinned by rigorous research and transparent execution. Our retirement planning approach emphasizes personalized longevity strategies, utilizing conservative projections and a proprietary statistical method to guide sustainable distributions. We collaborate closely with clients' tax advisors and attorneys to implement tax-efficient strategies, coordinate estate plans, and facilitate seamless intergenerational wealth transfer.Our commitment to client-centric service is reflected in our ongoing reviews, adaptive financial planning, and dedication to addressing evolving market conditions and personal circumstances. Recognized by industry leaders, we maintain a disciplined focus on fiduciary responsibility, ethical conduct, and delivering value through tailored solutions. Our team's expertise spans organizational development, compliance, and client relationship management, ensuring a multidisciplinary approach to wealth management. We prioritize building long-term relationships grounded in trust, consistency, and a relentless pursuit of excellence, while maintaining a culture of continuous improvement and accountability. Our services extend to education funding strategies, financial protection through diversified portfolios, and philanthropic planning, all designed to align with clients' values and legacy goals.
Services
Wealth Management
Investment Advisory
Retirement Planning
Tax Planning
Estate Planning
Wealth Transfer
Financial Protection
Education Funding
Highlights and features
- We offer personalized wealth strategies tailored to your unique financial goals and life circumstances.
- Our team combines over 30 years of experience in financial planning and investment management expertise.
- We provide comprehensive services spanning tax optimization, estate planning, and retirement distribution strategies.
- Our client-centric approach prioritizes fiduciary responsibility and ethical financial guidance.
- We maintain industry-recognized credentials including CFP, ChFC, and SEC registration.
Associations and certifications
- SEC Registered Investment Advisor
Services
Wealth Management
Our holistic wealth management services create personalized strategies through trusted advisor relationships. We analyze your financial situation, goals, and values to develop investment courses that align with your needs. Ongoing reviews ensure your plan adapts to changing circumstances while maintaining focus on long-term objectives. This comprehensive approach addresses all aspects of financial well-being.
Investment Advisory
We provide access to diverse investment solutions with a focus on long-term success. Our approach combines rigorous research, strategic relationships, and transparent execution. Services include alternative investments for qualified purchasers and continuous portfolio adjustments to respond to market changes while maintaining client interests as our priority.
Retirement Planning
Our retirement planning services develop personalized longevity strategies using conservative projections. We analyze multiple scenarios to estimate outcomes and implement a proprietary statistical method for sustainable distributions. Regular monitoring ensures clients stay on track to meet their retirement goals while adapting to changing circumstances.
Estate Planning
We coordinate with legal and tax professionals to implement comprehensive estate plans. Our services include tax reduction strategies, trust management, and philanthropic coordination. Regular reviews ensure plans remain current with changing laws and personal circumstances while facilitating smooth intergenerational wealth transfer.
Tax Planning
Our tax planning services focus on implementing efficient strategies to maximize after-tax returns. We collaborate with clients' tax advisors to ensure alignment with overall financial objectives. This includes analyzing tax implications across investment decisions, estate planning, and wealth transfer strategies to optimize financial outcomes.
People
Tom Ruggie
Founder and CEO
Tom Ruggie is a visionary wealth manager and CFP professional with extensive experience in financial planning and investment advisory services. He established Ruggie Wealth Management to provide personalized wealth solutions while maintaining a strong focus on client relationships and long-term financial success.
Rob Clark
Managing Partner and President
Rob Clark, a CFP professional, has dedicated his career to helping clients achieve long-term financial security. With deep expertise in wealth management, he oversees strategic operations and client service delivery across multiple office locations.
Audrey Mancuso
Managing Partner
Audrey Mancuso, a CFP professional, specializes in educating clients about financial planning. She focuses on creating personalized strategies that address both immediate needs and long-term wealth preservation goals for individuals and families.
Brian Davis
President of Wealth Management
Brian Davis brings organizational development expertise to wealth management. He leads the firm's wealth management division with a focus on strategic planning and delivering comprehensive financial solutions to high-net-worth clients.
Jorge A. Romero
Senior Wealth Advisor
Jorge A. Romero, a CFP professional, serves as a senior wealth advisor. He provides personalized financial planning services to clients in The Villages, Florida, specializing in retirement strategies and investment management for individuals and families.
Questions
What services does Ruggie Wealth Management offer?
We provide comprehensive wealth management services including investment advisory, retirement planning, tax optimization, estate planning, and education funding strategies tailored to individual client needs.
How do you create personalized financial plans?
We begin by understanding your unique financial situation, goals, and values. Our advisors develop customized strategies that evolve with changing market conditions and personal circumstances.
What qualifications do your advisors hold?
Our team includes Certified Financial Planners (CFP), Chartered Financial Consultants (ChFC), and SEC-registered investment advisors with decades of combined industry experience.
How are investment decisions made?
We use a research-driven approach focusing on long-term success. Decisions consider market analysis, client risk tolerance, and financial objectives while maintaining transparent execution processes.
What areas do you serve?
We operate from multiple Florida locations including Tavares, Winter Park, The Villages, Jacksonville, and Boca Raton, serving clients nationwide through virtual consultations.
How can I start working with you?
Contact us for a complimentary consultation where we'll assess your financial situation and develop a personalized strategy aligned with your short- and long-term goals.
Reviews (1)
Holly Bauerlein
Jun 26, 2021
Report
Positive:Professionalism,Quality,Responsiveness
Ruggie Wealth Management is a Great firm! They have been so knowledgeable and professional. We are so grateful for all they have done for my family.
Ruggie Wealth Management is a Great firm! They have been so knowledgeable and professional. We are so grateful for all they have done for my family.
