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Ruggie Wealth Management

EST. AUM
$785,000,000

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3

CLIENT ACCOUNTS

Firm Details

Metro area Orlando
CRD Number 145595
Website ruggiewealth.com
Client types

Overview

Destiny Wealth Partners, based in Central Florida, is a Registered Investment Advisor (RIA) founded by Thomas H. Ruggie, CHFC®, CFP®, who is also Founder and CEO of Ruggie Wealth Management, Destiny Family Office and Destiny 401(k). The firm is located in Tavares, Florida, 35 minutes northwest of Orlando. Its office in Winter Park, which it shares with partner firm Destiny Family Office, is located just behind the Winter Park Village, and its newest office is located in Pinellas Plaza on 466-A, right in the heart of The Villages®.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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