Kimberly C. Good, ChFC, CFP, CIMA and her team will continue to serve their clients as an independent firm, but now with the added resources, people, infrastructure and technology to help them in their next phase of growth. Join a company you'll love. Unique opportunities for top-tier candidates committed to providing clients with the best possible attention to their financial/investment needs.
Our clients - individuals and families, businesses and foundations - come to us to develop, manage, and execute customized wealth strategies for them. They are busy, smart people who know they don't have the time, desire or specialized expertise to oversee the complex process of managing their wealth now and for the future.
Our clients - individuals and families, businesses and foundations - come to us to develop, manage, and execute customized wealth strategies for them. They are busy, smart people who know they don't have the time, desire or specialized expertise to oversee the complex process of managing their wealth now and for the future.
Services
Individual components of our wealth management approach come together through a comprehensive suite of services. Our analysis of your retirement intentions, employee benefits, and estate plan establishes a foundation for personalized asset allocation recommendations, as well as specific investment strategies.
Wherever your scores lie, you have the power to make great strides toward the retirement you really want. Completing this scorecard will give you an indication of the areas of your financial life where more attention will provide more confidence. To get started, just give us your name, phone and email and press Begin Your Scorecard.
Ruggie Wealth has a track record of success that spans 30 years. Tom Ruggie has earned professional recognition as one of the top wealth managers in the nation by Barron's, Forbes, Financial Advisor and Wealth Manager Magazines. He has provided insights on national programs for CNBC, Fox News, PBS, and CNN Financial News, been published on Forbes.com and has been quoted in the Wall Street Journal, New York Times, HFN Global and SmartMoney.
As part of a clients' team of trusted advisers, we also work closely with their attorneys, CPAs, payroll companies and insurance companies to help with even their most sophisticated financial needs. Our partnerships and alliances serve to combine the products, services and talents of other leaders in their respective industries with the comprehensive wealth advisory services of Ruggie Wealth Management.
We all want the same things: to live well today, prepare ourselves for uncertainty in the future and provide for those we love. Our advisors are passionate about doing the right things, and that has made all the difference to our clients.
We think that is among the reasons Tom has been recognized for the ninth time as one of Barron's Top 1,200 Financial Advisors and for the third time by Forbes/Shook Research as one of their Best-in-State Wealth Advisors.He remains Lake, Sumter and Marion County's only Barron's and Forbes recognized advisor.
We think that is among the reasons Tom has been recognized for the ninth time as one of Barron's Top 1,200 Financial Advisors and for the third time by Forbes/Shook Research as one of their Best-in-State Wealth Advisors.He remains Lake, Sumter and Marion County's only Barron's and Forbes recognized advisor.
