Inaugural Award Recognizes Exceptionalism in Wealth and
Investment Management
WINTER
PARK, Fla., June 26,
2024 /PRNewswire/ -- Destiny Wealth Partners has
been selected as "RIA Team of the Year (10 Advisors or More)" in
the prestigious InvestmentNews 2024 Awards of Excellence. The
independent RIA, which currently manages approximately $1.1B in assets, 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 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.
"The one word that comes to mind is, 'Gratitude'. 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,"
said Tom Ruggie, ChFC®, CFP®,
Founder and CEO of Destiny Wealth Partners. "We are truly honored
to stand alongside a stellar group of peers." The Florida-based independent RIA does business as
Destiny Family Office, Ruggie Wealth Management and Nichols Wealth
Partners.
Ruggie founded the firm with a mission and purpose to provide
compelling wealth and investment management capabilities and
services that seek to give clients more freedom to do what they
enjoy with those they love. The Destiny Wealth Partners' team
embraces innovation and is committed to delivering financial
solutions that can better people's lives.
According to Key Media, publisher of InvestmentNews, the judging
process is conducted by an expert panel of industry leaders and
senior representatives and 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.
Winners were announced at a black-tie gala held on June 20, 2024, at 583 Park Avenue in New York City.
About Destiny Wealth Partners
Central Florida-based Destiny Wealth Partners,
an independent RIA which currently manages approximately
$1.1B in assets, was founded by CEO
Thomas Ruggie, ChFC®, CFP®, an
entrepreneur and 30+ year veteran of the investment and wealth
management industries. The firm was created to simplify complexity
for their HNW and UHNW clients—which include entrepreneurs,
executives, families, and foundations—and to help them overcome the
problems and challenges that come from managing significant
resources. The Destiny Wealth Partners' team is committed to
providing high-impact financial management services and
capabilities, and to helping ensure their clients' legal, tax, and
other professional services are delivered in unison. They help free
up more time for their clients to do the things they are passionate
about, and to help them achieve their highest destiny. Ruggie has
been recognized among Forbes
Best-in-State Wealth Advisors seven times (most recently
achieving the #1 Ranking in North
Florida), Barron's Top 1200 Advisors (12 times), Financial
Advisor Magazine Top RIA (11 times), and has been recognized as a
finalist in the prestigious Family Wealth Report Awards (3 times).
In 2023, Destiny Wealth Partners was named to Forbes Top 250 RIA Firms, USA Today/Statista Best 500 Advisory Firms,
and InvestmentNews 75 Fastest Growing RIAs. To learn more,
visit www.destinyfamilyoffice.com.
About InvestmentNews
Published by Key Media,
InvestmentNews is the trusted resource for financial advisors,
providing investment news and analysis, extensive coverage and
expert insights. They are dedicated to providing timely and
accurate information that helps their audience make informed
decisions, stay ahead of industry trends and grow their businesses.
They work to foster a community of knowledge-sharing and
collaboration among their readers and contributors, and to be a
trusted and indispensable resource for the financial-services
industry, delivering value and innovation through their news
coverage, research, events and multimedia platforms.
Investment advisory services offered through Destiny Wealth
Partners, LLC, an SEC Registered Investment Advisor. Destiny Wealth
Partners also conducts business under the names 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 or its firms are engaged, or
continue 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 or firm.
CONTACT:
Sheryl
Garelick
352-255-9731
379678@email4pr.com
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SOURCE Destiny Wealth Partners