TAVARES, Fla., April 4, 2017 /PRNewswire/ -- Ruggie Wealth Management announced that Founder and CEO Thomas H. Ruggie, ChFC®, CFP®, has been named to Barron's list of America's Top 1,200 Advisors: 2017. This is the fifth time Ruggie has earned this distinction, and the third straight year.
Barron's publishes its annual Top 1200 Advisors by State compilation to recognize advisors demonstrating exceptional performance, professionalism, client service and community involvement. Among the factors the "Barron's Top 1,200 Advisors" ranking takes into consideration are quality of practice, assets under management, revenues, and philanthropic work.
"Competition is steep to be selected for this list, and those who make the cut represent a very high level of achievement in serving their clients' wealth management needs," said Ruggie of the ranking which recognizes both an elite group of independent financial professionals and large wirehouses. "I believe our clients turn to us because of our dedication to placing their interests above ours, and for the strength of our processes and collective wisdom of our team. To once again be named among Barron's Top Advisors is an honor that reinforces we are doing what we set out to do on our clients' behalf."
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 recently launched Destiny Family Office to expand their continuum of services to high-net-worth clients.
The firm has offices in Tavares, Winter Park and The Villages®, FL.
The Barron's rankings are based on data provided by over 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities.
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.
CONTACT: Tom Ruggie
MEDIA: Sheryl Garelick: PRfect Creative
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SOURCE Ruggie Wealth Management