Welcome to Destiny Wealth Partners
Welcome to Destiny Wealth Partners
Destiny Wealth Partners is a Registered Investment Advisor (RIA) founded by 30+ Year Financial Veteran Thomas H. Ruggie, CHFC®, CFP®.
Conducting business as Destiny Family Office, Ruggie Wealth Management and Nichols Wealth Partners, the Florida-based firm, manages more than $1B in assets, and provides wealth management, consulting, financial, and retirement planning services to exceptional entrepreneurs, executives, families and foundations, as well as access to alternative, direct and co-investment and family office opportunities to qualified investors.
We are committed to helping create opportunities for our clients to overcome the complexity that arises in both their personal and business financial situations as they pursue their highest Destiny.
1991
Tom Ruggie Begins His
Financial Advisory Career
Tom started his financial advisory career at HL Financial.
1995
Founding of Ruggie Wealth Management
Tom Ruggie establishes Ruggie Wealth Management in Central Florida, laying the foundation for a client-focused wealth management firm.
2009
Recognized on Barron’s
Top 1,000 Financial Advisors
Tom Ruggie is recognized for the first time by Barron’s on
their Top 1,000 Financial Advisors list.
2011
Recognized as one of the Top 100 Wealth Managers by Advisor One magazine
2013
Recognized for a second time on
Barron’s Top 1,000 Financial Advisors
2014
Destiny Wealth Partners Established
2015
Recognized on Barron’s
Top 1,200 Financial Advisors
Since being recognized, Tom has earned a spot on this Barron’s list each consecutive year to date (2015-2024).
2016
Founding of Destiny Family Office
2017
Rob Clark Joins as Managing Partner
Rob Clark joins Destiny Wealth Partners as Managing Partner and President of Ruggie Wealth Management.
2018
Audrey Ralicki named Managing Partner
Audrey Ralicki, who has worked for the firm since 2011, is named Managing Partner for Destiny Wealth Partners.
Recognized by Forbes on theirBest-in-State Wealth Advisor list
Since being recognized, Tom has earned a spot on this Forbes list each consecutive year to date (2018-2024).
2020
Destiny Alternative Fund I is Established
2021
Strengthening Our Team
Destiny Wealth Partners proudly names Morgan Hatfield, Carol Mulcahy, Jorge Romero, and Lou Shinaman as new Partners.
Destiny Alternative Fund II and
Co-Investment Fund is Established
2023
Nichols Wealth Partners joins
Destiny Wealth Partners
Nichols Wealth Partners, a Boca Raton-based RIA led by Managing Partner and Senior Wealth Advisor Chris Nichols, joins the Destiny Wealth Partners Family.
Achieved Over $1B in Managed Assets
Only July 13th 2023, Destiny Wealth Partners reached an incredible milestone of managing over $1B in assets.
Destiny Wealth Partners ranked among
the 75 Fastest-Growing Fee-Only RIAs by InvestmentNews
Destiny Wealth Partners recognized among Forbes 250 Fastest-Growing RIA Firms
2024
Destiny Wealth Partners Named “RIA Team of the Year (10 or more advisors)” at the InvestmentNews Awards 2024
Tom Ruggie Named #1 Best-in-State Wealth Advisor in North Florida by Forbes
Destiny Target Outcome Fund is Established
Rankings &
Recognitions
Destiny Wealth Partners’ dedication to excellence has earned us recognition from several prestigious industry sources.
For additional information on our rankings and recognitions, please visit our disclosures page.
Rankings &
Recognitions
Destiny Wealth Partners’ dedication to excellence has earned us recognition from several prestigious industry sources.
For additional information on our rankings and recognitions, please visit our disclosures page.
For additional information on our rankings and recognitions, please visit our disclosures page.