InvestmentNewsTV sat down with Tom Ruggie, CEO and portfolio manager of Destiny Wealth Partners, to uncover the key initiatives behind Destiny Wealth Partners’ success and how it became one of the fastest growing fee-only Registered Investment Advisers (RIAs) of 2023, managing more than $1 billion in assets.
By establishing a family office and providing value-based offerings in both traditional and alternative investments, the firm was able to appeal to high-net-worth clients and ultra-high-net-worth families seeking tailored investment routes beyond traditional stocks and bonds, venturing into areas like SpaceX, Reddit, and private trusts.
