Thomas Ruggie Named to InvestmentNews 2025 Hot 100

Thomas Ruggie, ChFC®, CFP®, CEO of Destiny Wealth Partners, on being named to the InvestmentNews Hot 100 for 2025!

A 30+ year financial-industry veteran, innovator, entrepreneur, and thought leader, Tom is setting new standards in wealth management, offering sophisticated investment opportunities, and helping empower clients to reach their financial destinies.

Explore how Tom and his team are transforming wealth management.

Investment advisory services offered through Destiny Wealth Partners, LLC, an SEC Registered Investment Advisor. Destiny Wealth Partners also conducts business as Destiny Family Office, Ruggie Wealth Management and Nichols Wealth Partners. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Destiny Wealth Partners is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Destiny Wealth Partners by any of its clients. Rankings published by magazines, and others, may base their selections on information prepared and/or submitted by the recognized adviser. Additional disclosures and other important information at www.nicholswealth.com/disclosures.

Forbes Names Destiny Wealth Partners to List of Top 250 RIA Firms

Forbes Names Destiny Wealth Partners
to List of Top 250 RIA Firms

2nd Year in a Row for this Prestigious Recognition

Destiny Wealth Partners has been named to the third annual Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research.

The ranking, published by Forbes on October 8, 2024, highlights the top 250 advisory firms that have “strong track records when it comes to stewarding client wealth and preserving it for the long term.”

Destiny Wealth Partners is an independent RIA based in Central Florida, which conducts business as Destiny Family Office, Ruggie Wealth Management and Nichols Wealth Partners. Founded by CEO Thomas Ruggie, ChFC®, CFP®, a 30+ year veteran of the financial industry, the firm has also been ranked #1 in North Florida in the list of Forbes 2024 Best-in-State Wealth Advisors, and was recently named the 2024 InvestmentNews RIA Team of the Year.

Shook Research’s focus on how each client is actually treated by their independent advisor has led them to measure processes that are inherent in each client relationship, the team’s purpose and the underlying culture seen at all levels. They look closely at the leadership who is primarily responsible for shaping the client’s experience, and question, “Would we recommend this firm (or individual) to a friend or family member?

“Quality is always first; if we’re going to include a firm (or advisor) on our rankings, we have to make sure everyone is of the highest quality.”

The Forbes ranking, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

(For the full list and more, visit www.forbes.com/lists/top-ria-firms)

Destiny Wealth Partners named “InvestmentNews RIA Team of the Year”

We’re excited to announce that Destiny Wealth Partners was named “RIA Team of the Year (10 Advisors or More)” in the prestigious InvestmentNews 2024 Awards of Excellence. Winners were announced at a black-tie, red-carpet gala held June 20 at the elegant 583 Park Avenue in New York City.

Destiny Wealth Partners, which does business as Destiny Family Office, Nichols Wealth Partners, and Ruggie Wealth Management, currently manages approximately $1.1B in assets, and helps wealth creators, wealth inheritors and their families better navigate the complexity in their financial lives so they can have more time to focus on what they are most passionate about.

“The one word that comes to mind is, ‘Gratitude’,” said Tom Ruggie, ChFC®, CFP®, Founder and CEO of Destiny Wealth Partners. “I am so grateful for the clients who put their trust and confidence in us, to our team who shows an unwavering commitment to those we serve and to our dedication to never being complacent, which continually challenges us to do more and at ever-higher levels of excellence. We are truly honored to stand alongside a stellar group of peers.”

Our firm is focused on challenging the status quo in wealth and investment management, seeking to enable clients to achieve their destiny as a result. The InvestmentNews Awards honor the remarkable contributions and outstanding achievements of financial advisors and brokerages who have demonstrated steadfast dedication, exceptional professionalism, and unwavering commitment to their clients’ success.

Judging for the Awards was conducted by an expert panel of industry leaders and senior representatives. The category “Team of the Year” recognizes the significant work and achievements of the nation’s most outstanding advisory team for their excellence over the past 12-months in areas including client service and innovation. Finalists are selected based on their response to questions across a range of qualitative and quantitative criteria and performance metrics. The judging process is independent and rigorous.

Destiny Family Office Named Prestigious Family Wealth Report Award Finalist

Destiny Family Office, a Destiny Wealth Partners firm, has been named a finalist in the prestigious 11^th Annual Family Wealth Report Awards in the Multi-Family Office category (up to and including $2.5 Billion in Assets Under Management/Assets Under Advisement).

According to ClearView Financial Media, publisher of Family Wealth Report, “The Annual Family Wealth Report Awards recognize the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.”

“We founded our firm with a mission and purpose forged by what we saw as an unanswered need in the marketplace: families seeking advocacy, compelling wealth and investment management capabilities, and execution—without compromise,” said Tom Ruggie, ChFC^®, CFP^®, Founder and CEO of Destiny Family Office.

“While we serve many families, we operate as though we are the team serving a single family. We seek to get to know them intimately, coming to appreciate both their articulated and unarticulated needs, their challenges and aspirations. Only then can we truly deliver an exceptional experience uniquely tailored to them—a hallmark of our firm.

“From the perspective of our clients, it’s more than how we manage their financial needs and implement strategies; it’s how we stand beside them along their journey, helping them to better navigate the great complexity that encompasses their business, financial and personal worlds.”

The awards are judged by an expert panel of more than 40 judges, and finalists are selected on entrants’ submissions and their response to questions across a range of qualitative and quantitative criteria and performance metrics. The judging process is rigorous and independent.

Winners will be announced May 2, 2024, at the Family Wealth Report Gala at the Mandarin Oriental in New York City.

About Destiny Family Office

Destiny Family Office is a Multi-Family Office founded in 2016 by CEO Thomas Ruggie, a Chartered Financial Consultant (ChFC®), CERTIFIED FINANCIAL PLANNER™ (CFP®) and a 30+ year veteran of the investment and financial planning industries. It was created to simplify complexity for its high-net-worth and ultra-high-net-worth client families and to empower them to focus on what is most important, so they may live their best lives and have the greatest impact on the world around them. Tom Ruggie began his career in 1991 and subsequently founded Ruggie Wealth Management, also a Destiny Wealth Partners Firm. Destiny Wealth Partners exceeded $1B in Assets Under Management in July of 2023. Tom has been ranked among Barron’s Top 1200 Advisors 11 times, as a Forbes Best-in-State Advisor six times (since its inception and was 5th in N Florida in 2023), and has been a Forbes Finance Council member since 2016. In 2023, Destiny Wealth Partners was named by Forbes Among America’s Top 250 Advisory Firms, and by InvestmentNews among its 75 Fastest-Growing, Fee-Only RIAs.

About Family Wealth Report

Family Wealth Report provides unique and essential business intelligence on the world of North American family wealth—straight to subscribers’ inboxes every day along with an archive of almost 200,000 relevant articles. It is part of the global WealthBriefing Network. Family Wealth Report is published by ClearView Financial Media with more than 20 years of experience providing information to the international financial services sector.

Investment advisory services offered through Destiny Wealth Partners, LLC, an SEC Registered Investment Advisor. Destiny Wealth Partners also conducts business under the name Destiny Family Office, Ruggie Wealth Management, and Nichols Wealth Partners. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Destiny Family Office is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Destiny Family Office by any of its clients. Rankings published by magazines, and others, may base their selections on information prepared and/or submitted by the recognized adviser.