
Thomas Ruggie, ChFC®, CFP®
Tom Ruggie, ChFC®, CFP®, founded Destiny Family Office, a Destiny Wealth Partners firm, to help clients manage the increasing complexities inherent in their business and personal lives. He has identified three key areas where his firm can make a significant difference: presenting a compelling sphere of investments, including alternative, direct and co-investment opportunities; creating a special emphasis on high-end collectors whose collections signify significant alternative investments; and strengthening the firm’s private trust capabilities. Ruggie has become one of the most respected financial advisers in the industry, receiving national recognition and rankings including: 11X Barron’s Top 1200 Financial Advisors, 6X Forbes/Shook Research Best-In-State Wealth Advisors (2023: 5th in North FL), 12X Financial Advisor Top RIA Firms and Forbes Finance Council 2016-2023.
Phone: 844.357.1120 | Website: destinyfamilyoffice.com | Twitter: @TomRuggie
LinkedIn: www.linkedin.com/in/tomruggie
Latest articles by Thomas Ruggie, ChFC®, CFP®
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Invest Like the Rich: Are Direct Investments Right for You?
Alternative investments like these can help diversify your portfolio, but while the payoffs can be bigger, the risks are a lot bigger, too.
By Thomas Ruggie, ChFC®, CFP® Published
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Big Money Is Chasing Sports Collectibles: Investing Opportunity or Market Top?
Sports memorabilia, already a solid alternative investment, stands to become a hotter investment ticket with the creation of a bound-to-be-popular marketplace, but could it overheat?
By Thomas Ruggie, ChFC®, CFP® Published
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How High-Net-Worth Families Can Start Investing in AI
AI, or artificial intelligence, as an alternative investment could score some major gains, but it could also come with some high risks. Where to begin?
By Thomas Ruggie, ChFC®, CFP® Published
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Collectible Vintage Photos Emerge as Investable Asset Class
Many of the most valuable vintage photos are sports-related, and limited supply and high demand, as well as careful and trusted authentication, are key.
By Thomas Ruggie, ChFC®, CFP® Published
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How to Help Your Kids Profit From Their Collectibles
You’ve been a longtime collector, but the kids are more interested in comic books than your baseball cards. You can use your expertise to help them profit from their own collections — and strengthen your bonds.
By Thomas Ruggie, ChFC®, CFP® Published
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Estate Planning for Memorabilia Collectors: Don’t Leave Your Family in the Lurch
No one else in this financial planner’s family has any interest in the sports memorabilia he’s accumulated. But he’s made a plan and has some advice for people like him.
By Thomas Ruggie, ChFC®, CFP® Published