Business Details
Expert Financial Advisers in Tavares, FL
At Ruggie Wealth Management, we are dedicated to enhancing lives through comprehensive wealth management solutions. Our nationally recognized team partners with individuals, families, executives, and entrepreneurs to design and execute personalized financial strategies. With expertise in investment advisory services, retirement planning, tax optimization, and estate strategies, we empower clients to focus on what matters most. Operating across four Florida offices and recognized as the 2024 InvestmentNews RIA Team of the Year, our advisors hold prestigious certifications like CFP and ChFC.We prioritize integrity, precision, and proactive guidance, ensuring clients achieve long-term financial security. Our complimentary consultations and proprietary Wealth Scorecard tool help clients assess their financial standing and chart actionable paths toward their goals. By combining industry-leading expertise with a client-centric ethos, we strive to exceed expectations while maintaining transparency and ethical standards in all our advisory practices.
Services
Wealth Management
Investments
Retirement Planning
Tax Planning
Estate Planning
Wealth Transfer
Financial Protection
Education Funding
Highlights and features
- We are recognized as the 2024 InvestmentNews RIA Team of the Year for excellence in client service and innovation.
- Our advisors hold prestigious certifications including CFP and ChFC, ensuring specialized expertise in wealth planning.
- We offer personalized strategies tailored to individual financial goals, not one-size-fits-all solutions.
- Four Florida offices provide localized service while maintaining national industry standards.
- A proprietary Wealth Scorecard tool helps clients evaluate their financial health and actionable next steps.
Associations and certifications
- SEC Registered Investment Advisor
Services
Wealth Management
Our wealth management services integrate investment strategies, tax optimization, and estate planning to build and preserve client assets. We focus on personalized solutions for individuals and families seeking long-term financial security. By combining industry-leading expertise with a client-centric approach, we ensure strategies align with evolving personal and financial goals.
Retirement Planning
We design customized retirement plans that account for current assets, future income needs, and risk tolerance. Our approach includes tax-efficient withdrawal strategies and portfolio adjustments to ensure sustainable income throughout retirement. Clients benefit from scenario modeling to prepare for market fluctuations and unexpected life events.
Estate Planning
Our estate planning services focus on wealth transfer efficiency through trusts, wills, and tax mitigation strategies. We collaborate with legal professionals to ensure client wishes are executed while minimizing probate complexities. The goal is to protect assets for future generations while maintaining compliance with evolving tax regulations.
Investment Advisory
We offer tailored investment advisory services with a focus on diversified portfolio construction and risk management. Our strategies incorporate market analysis, asset allocation, and ongoing performance reviews. Clients receive transparent reporting and adjustments aligned with changing financial objectives or market conditions.
Tax Planning
Our tax planning services identify opportunities to reduce liabilities through strategic deductions, credits, and income structuring. We coordinate with accountants to align tax-saving measures with overall wealth management goals. The approach emphasizes long-term tax efficiency while ensuring compliance with federal and state regulations.
People
Tom Ruggie
Founder and CEO
Visionary wealth manager and entrepreneur with extensive experience in financial planning and investment advisory services. Leads strategic direction for Ruggie Wealth Management.
Rob Clark
Managing Partner and President
Certified Financial Planner with a track record of helping clients achieve long-term financial security through tailored investment strategies and retirement planning.
Audrey Mancuso
Managing Partner
Passionate about financial education, Audrey specializes in creating personalized plans that address clients' unique challenges and wealth management goals.
Brian Davis
President of Wealth Management
Brings expertise in organizational development and business strategy to oversee wealth management operations and client service excellence.
Jorge A. Romero
Senior Wealth Advisor
CERTIFIED FINANCIAL PLANNER with a focus on comprehensive wealth strategies for high-net-worth individuals and families across multiple generations.
Questions
What services does Ruggie Wealth Management offer?
We provide wealth management, investment advisory services, retirement planning, tax planning, estate planning, and education funding strategies tailored to individual client needs.
How can I start working with Ruggie Wealth Management?
Contact us for a complimentary consultation to discuss your financial goals and receive personalized advice aligned with your short- and long-term objectives.
Are your advisors certified professionals?
Yes, our team includes CERTIFIED FINANCIAL PLANNERS (CFP) and Chartered Financial Consultants (ChFC) with extensive industry expertise.
Do you serve clients outside Florida?
While our offices are in Florida, we work with clients nationwide through virtual consultations and tailored digital tools.
What tools do you provide for financial planning?
Our proprietary Wealth Scorecard evaluates your current financial situation and helps identify actionable steps toward achieving your goals.
