Forbes Names Destiny Wealth Partners
to List of Top 250 RIA Firms
2nd Year in a Row for this Prestigious Recognition
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?
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.