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Sunday, May 19 2013 9:24 PM EDT2013-05-20 01:24:09 GMT
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SOURCE Ruggie Wealth Management
For the second time, Florida-based Ruggie Wealth Management's Tom Ruggie Named to Barron's List of Top 1000 Financial Advisors
TAVARES, Fla., March 15, 2013 /PRNewswire/ -- RuggieWealth Management---For the second time, Thomas H. Ruggie, ChFC, CFP, of Ruggie Wealth Management has been named to Barron's list of the 1,000 top advisors in the country.
This list includes both independent advisory firms and large wirehouses, and Ruggie, who has offices in Tavares and Winter Park, was the only independent financial advisor chosen from the Central Florida area. "Being independent allows our firm to customize investment strategies to individual client goals. Those strategies are then implemented by our experienced team using a disciplined process," Ruggie pointed out.
"In Ruggie Wealth's more than 20 years of doing business, the demand for independent financial advisors who act in their clients' best interest has increased. More and more people are telling us our business model, processes and exceptional service are exactly what they're looking for, and we believe they're what continue to earn us national attention. We're proud to be honored by Barron's as one of the nation's top advisors," says Ruggie, whose recognitions include rankings in the top 100 wealth managers by Advisor One and top 100 independent advisors by Registered Rep Magazine.
Barron's ranks financial advisors on factors including quality of practice, assets under management, philanthropic work, revenue produced for the firm and regulatory record. Quality of practice includes an advisor's regulatory/compliance record and philanthropic and charitable work.
Ruggie Wealth Management advises on over $400 million in assets, and continues to grow through a challenging economic period. "One of the indicators we're most proud of is a client-retention rate which is consistently about 98 percent."
About Tom Ruggie
Providing wealth management services since 1991, Tom Ruggie offers asset management and financial planning services for individuals and businesses. Tom Ruggie is often the expert financial advisor called upon by news media, magazines and radio. He's won several awards, including the Barron's Top 1000 Financial Advisors, twice. Tom Ruggie is also a philanthropist who founded The Tom and Kim Ruggie Family Foundation. Visit Ruggie Wealth Management online and become a follower on Twitter and a fan on Facebook.
A copy of Ruggie Wealth Management's current written disclosure statement discussing advisory services and fees is available upon request.