Destiny Wealth Partners Named a 5-Star RIA Firm
InvestmentNews list recognizes the nation’s top-performing wealth management firms setting a benchmark for excellence in the industry
Investment advisory services offered through Destiny Wealth Partners, LLC, an SEC Registered Investment Advisor. Destiny Wealth Partners also conducts business under the names Destiny Family Office, Ruggie Wealth Management, Nichols Wealth Partners, and Destiny Wealth. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Destiny Wealth Partners or its firms are engaged, or continue to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Destiny Wealth Partners by any of its clients.
InvestmentNews requested initial submissions for entries based on category criteria. Applications could be submitted by an individual or team depending on the category or anyone could apply on their behalf. Finalists (awardees) were selected based on submissions and research performed by InvestmentNews. Awardees then submitted more detailed entries, which were judged by an independent panel of industry leaders, and winners were selected based on a simple points system. No fee was submitted for consideration. For additional information, visit https://www.ruggiewealth.com/recognitions-disclosures