Tavares, FL — Ruggie Wealth Management was honored in the June 29-July 5 edition of the Orlando Business Journal (OBJ), a popular Central Florida publication with a large readership circulation. The firm was ranked sixth in OBJ’s “The List” of Central Florida’s Largest Financial Planning Firms and tagged as “proactive wealth management”.
Tom Ruggie, founder and president, says he feels, “Privileged to have been chosen for The List and hopes to continue on the same path in the future.” Currently, Ruggie Wealth Management and its Orlando partner firm, Moreno, Peelen, Ruggie, Pinto & Clark, have over 800 clients and manage $262 million in assets. The ranking listed the top 25 firms in the Central Florida area.
Ruggie Wealth Management was founded in 1991 by Tom Ruggie, CFP, ChFC and is located in Tavares, Florida. The firm’s specialties include, but are not limited to, managing portfolio investments, monitoring the market for potential impact on client investments, facilitating estate and tax planning, reallocating client portfolios based upon market changes and developing financial planning strategies.
Securities, advisory services and financial planning offered through Linsco/Private Ledger.
Member NASD/SIPC. Visit website here http://www.ruggiewealth.com/