We’re excited to announce that Destiny Wealth Partners was named “RIA Team of the Year (10 Advisors or More)” in the prestigious InvestmentNews 2024 Awards of Excellence. Winners were announced at a black-tie, red-carpet gala held June 20 at the elegant 583 Park Avenue in New York City.
Destiny Wealth Partners, which does business as Destiny Family Office, Ruggie Wealth Management and Nichols Wealth Partners, currently manages approximately $1.1B in assets, and helps wealth creators, wealth inheritors and their families better navigate the complexity in their financial lives so they can have more time to focus on what they are most passionate about.
“The one word that comes to mind is, ‘Gratitude’,” said Tom Ruggie, ChFC®, CFP®, Founder and CEO of Destiny Wealth Partners. “I am so grateful for the clients who put their trust and confidence in us, to our team who shows an unwavering commitment to those we serve and to our dedication to never being complacent, which continually challenges us to do more and at ever-higher levels of excellence. We are truly honored to stand alongside a stellar group of peers.”
Our firm is focused on challenging the status quo in wealth and investment management, seeking to enable clients to achieve their destiny as a result. The InvestmentNews Awards honor the remarkable contributions and outstanding achievements of financial advisors and brokerages who have demonstrated steadfast dedication, exceptional professionalism, and unwavering commitment to their clients’ success.
Judging for the Awards was conducted by an expert panel of industry leaders and senior representatives. The category “Team of the Year” 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. Finalists are selected based on their response to questions across a range of qualitative and quantitative criteria and performance metrics. The judging process is independent and rigorous.
Investment advisory services offered through Destiny Wealth Partners, LLC, an SEC Registered Investment Advisor. Destiny Wealth Partners also conducts business as Destiny Family Office, Ruggie Wealth Management and Nichols Wealth Management. 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 is engaged, or continues 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. Additional disclosures and other important information at https://www.destinyfamilyoffice.com/disclosures.
