We are thrilled to announce that we’ve been named among the inaugural InvestmentNews Excellence Awards finalists in the category of RIA Team of the Year (10 Advisors or More), following a rigorous judging process.
“This recognition highlights the incredible commitment and dedication of our team who strive to deliver an exceptional client experience tailored to the unique situations, goals, and aspirations of those we are privileged to serve,” said our Founder and CEO Tom Ruggie, ChFC®, CFP®. “We are honored to stand alongside a special group of peers.”
According to InvestmentNews, “We’re recognizing the best of the best…and celebrating their talent, dedication, hard-work and innovation. We would like to extend our congratulations to all the Excellence Awardees, who have been selected as the stand-out nominees by our judging panel. Their achievements in wealth management have impressed the judges, and we look forward to celebrating their dedication to excellence at the awards ceremony in New York.” Destiny Wealth Partners is the independent RIA of Destiny Family Office, Ruggie Wealth Management, and Nichols Wealth Partners.
In 2023, Destiny Wealth Partners was named by InvestmentNews as one of the 75 Fastest-Growing, Fee-Only RIAs in the nation.
Finalists are selected based on their response to questions across a range of qualitative and quantitative criteria and performance metrics. According to Key Media, publisher of InvestmentNews, “The judging process, which is rigorous and independent, is conducted by an expert panel of industry leaders and senior representatives. It recognizes the significant work and achievements of the nation’s most outstanding advisory team for their excellence over the past 12 months in areas including client service and innovation.”
Winners will be announced June 20, 2024, at a black-tie event to be held at 583 Park Avenue in New York City.
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, and Nichols Wealth Partners. 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. Rankings published by magazines, and others, may base their selections on information prepared and/or submitted by the recognized adviser or firm.
