Meet Our Financial Planning Team | Ruggie Wealth Management

What if you had a trusted partner who could advise and guide you through all your financial decisions throughout your retirement years? You do.

There are few responsibilities as significant as your financial well-being, and we are honored to be custodians of your trust.

Like a company’s Chief Financial Officer, we want to stand beside you as your personal CFO whenever you have important financial decisions to make or financial concerns to address.

At our firm, we have the client—and only the client—in mind.

We help you get answers to questions you might be asking. What do I need to know about longevity planning in retirement, not just financial planning or estate planning? How do I ensure a smooth transfer of wealth when the time comes? Who will be my trustee? How do I ensure all my trusted advisors are working together on my behalf and on behalf of my family? How can I be sure my family understands our financial situation so they are fully prepared for the future?

Regardless of whether you’re retired or planning for retirement, Ruggie Wealth Management’s team of experienced advisors use a comprehensive discovery process to learn who you are, what’s important to you, and what your interests, values and dreams are. Our investment philosophy is rooted in an established set of principles and processes that focus on success for the long term. This philosophy isn’t swayed by short-term turbulence or fads.

As an independent Registered Investment Advisory Firm, we make autonomous decisions that are not beholden to any corporate ties. Perhaps most importantly, our fees/compensation structure align our actions and our clients’ best interests. We succeed when you do.

You will have access to in-house expertise for investment-related and financial advisory services, across a wide range of asset classes, including private investment opportunities for accredited investors and qualified purchasers.

As your trusted partner, our team wants to simplify your life so you have more time to do the things you enjoy most, make the impact you want to make, and pursue your own Destiny.