At the recent Investment News Awards, Destiny Wealth Partners won the RIA Team of the Year (10 Advisors or more). Founder and CEO Tom Ruggie reflects on his journey, which began with a focus on coaching and evolved into creating and running a successful family office business. With a strong entrepreneurial spirit, Ruggie emphasizes that Destiny’s core strength lies in its unwavering commitment to avoiding complacency. As an early adopter of fee-based asset management, the firm has consistently stayed ahead of industry trends, reinforcing its leadership in the field.
