TAVARES, Fla., June 23, 2016 /PRNewswire/ -- The Financial Times has named Ruggie Wealth Management to its 300 Top Registered Advisors (RIA) list, which recognizes top independent RIA firms from across the U.S.
This is the third annual FT 300 list, produced independently by the Financial Times Ltd. in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry.
"It's an honor to be acknowledged by one of the world's leading business and economic news organizations for our independent approach to wealth management and our nearly 25-year commitment to acting in our clients' best interests," said Tom Ruggie, ChFC®, CFP®. "I believe this recognition is a direct result of the outstanding relationships our firm has had the privilege to build with our clients, and our high-level of achievement in serving their wealth management needs."
More than 1,500 pre-screened RIA firms were invited to apply for consideration, based on data gathered from RIA firms, regulatory disclosures, and the FT's research. Applicants who applied were then graded on six criteria: Assets Under Management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm's advisors; online accessibility; and compliance records. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
Ruggie Wealth Management provides services to individual and corporate clients, as well as to a select group of endowments and foundations. As the flagship company of Ruggie Capital Group, Ruggie Wealth offers a broad range of services and products to help clients achieve their financial goals. Ruggie Capital Group is now developing a multi-family office to expand their continuum of services to high-net-worth clients. The firm has offices in Tavares, Winter Park, The Villages®, and Clermont, FL.
About Tom Ruggie
Tom is a Chartered Financial Consultant (ChFC®), a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a veteran of the investment and financial planning industries, who began his career in 1991 and subsequently founded Ruggie Wealth Management to serve individuals, small businesses and non-profit organizations. Tom's entrepreneurial spirit, investment strategy and steadfast dedication to client service have allowed him to grow Ruggie Wealth Management and related-companies into a continuum of financial services. Tom Ruggie is also a philanthropist who founded The Tom and Kim Ruggie Family Foundation, and the author of two books available on Amazon: Ruggie Rules and Financial Wellness: How to Improve the Retirement Outcomes of Your Employees. Visit Ruggie Wealth Management online at ruggiewealth.com and become a follower on Twitter and a fan on Facebook.
Ruggie Wealth Management
2100 Lake Eustis Dr.
Tavares, FL 32778
Sheryl Garelick: PRfect Creative
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SOURCE Ruggie Wealth Management