Thomas Ruggie, ChFC®, CFP®

Founder at Destiny Family Office

Speaker

Founder & CEO of Destiny Family Office, Destiny Wealth Partners, Destiny Alternative Investment Fund, and Ruggie Wealth Management

A 30+ year veteran of the investment and financial planning industries, Tom Ruggie, ChFC®, CFP® began his career in 1991 and subsequently founded Ruggie Wealth Management, the Central-Florida based flagship company of independent RIA Destiny Wealth Partners, which exceeded $1B in AUM as of July 2023, and Destiny Family Office, founded in 2017 to help high-net-worth and ultra-high-net-worth individuals and families face head-on the increasing complexities inherent in their business and personal lives.

Destiny Wealth Partners also conducts business as Nichols Wealth Partners, Boca Raton, FL.

Tom has become one of the most respected financial advisors in the industry, receiving national recognition and rankings including:

• 12X Barron’s Top 1200 Financial Advisors

• 7X Forbes/Shook Research Best-In-State Wealth Advisors (#1 North Florida 2024)

• Investment News 75 Fastest-Growing, Fee-Only RIAs 2023

• Forbes/Shook Research 250 Top RIA Firms 2023

• Forbes Finance Council 2016-2024

• 11X Financial Advisor Top RIA Firms

• USA Today Best 500 Advisory Firms 2023

Acknowledging that in an evolving environment his firm must also continually evolve, Tom has identified three key areas where evolution has most keenly had a positive impact: 1. presenting a compelling sphere of investments, including alternative, direct and co-investment opportunities, 2. creating a special emphasis on high-end collectors whose collections signify a significant alternative investment, and 3. strengthening the firm’s private trust capabilities.

Recently, he authored numerous articles on alternative investments and collectibles which have appeared in Forbes.com, Kiplinger’s, Sports Collectors Digest and PSA Magazine, and was recently interviewed by Barron’s Penta. He has been selected as a mon