Insights

High Net Worth Focus Destiny Wealth specializes in providing comprehensive asset management and financial planning services to high net worth individuals, families, and businesses, indicating potential opportunities to offer premium financial products and personalized wealth management solutions.

Strong Industry Recognition The firm has recently been awarded the RIA Team of the Year at InvestmentNews 2024, showcasing its reputation for excellence and suggesting an openness to expanding services that enhance client trust and industry standing.

Growth Potential With a revenue range of 10M to 25M and a team of 11-50 employees, Destiny Wealth presents opportunities for growth and scale, especially through targeted financial products, technology upgrades, and strategic partnerships aimed at expanding client base.

Established Leadership Founded by industry veteran Tom Ruggie with decades of experience, the company's leadership and enduring client relationships imply a stable platform for introducing innovative financial solutions and high-touch service offerings to retain and attract affluent clients.

Digital Engagement The firm's use of multiple digital tools and recent recognition suggest they value technological innovation, making them a promising target for digital financial products, CRM enhancements, and data-driven advisory services tailored to affluent clientele.

Destiny Wealth Tech Stack

Destiny Wealth uses 8 technology products and services including Facebook Pixel, Font Awesome, HubSpot, and more. Explore Destiny Wealth's tech stack below.

  • Facebook Pixel
    Analytics
  • Font Awesome
    Font Scripts
  • HubSpot
    Marketing Automation
  • RankMath SEO
    Web Platform Extensions
  • Twenty Fourteen
    Web Platform Extensions
  • FitVids.js
    Web Tools And Plugins
  • prettyPhoto
    Web Tools And Plugins
  • Facebook
    Widgets

Destiny Wealth's Email Address Formats

Destiny Wealth uses at least 2 format(s):
Destiny Wealth Email FormatsExamplePercentage
FLast@ruggiewealth.comJDoe@ruggiewealth.com
95%
FMiddleLast@ruggiewealth.comJMichaelDoe@ruggiewealth.com
5%
FLast@destinywealth.comJDoe@destinywealth.com
100%

Frequently Asked Questions

Where is Destiny Wealth's headquarters located?

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Destiny Wealth's main headquarters is located at 2100 Lake Eustis Drive Tavares, Florida 32778 United States. The company has employees across 2 continents, including North AmericaSouth America.

What is Destiny Wealth's phone number?

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You can contact Destiny Wealth's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Destiny Wealth's official website and social media links?

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Destiny Wealth's official website is destinywealth.com and has social profiles on LinkedIn.

What is Destiny Wealth's NAICS code?

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Destiny Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Destiny Wealth have currently?

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As of April 2026, Destiny Wealth has approximately 19 employees across 2 continents, including North AmericaSouth America. Key team members include President Of Wealth Management: B. D.Founder And Chief Executive Officer: T. R.Managing Partner, President: R. C.. Explore Destiny Wealth's employee directory with LeadIQ.

What industry does Destiny Wealth belong to?

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Destiny Wealth operates in the Financial Services industry.

What technology does Destiny Wealth use?

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Destiny Wealth's tech stack includes Facebook PixelFont AwesomeHubSpotRankMath SEOTwenty FourteenFitVids.jsprettyPhotoFacebook.

What is Destiny Wealth's email format?

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Destiny Wealth's email format typically follows the pattern of FLast@ruggiewealth.com. Find more Destiny Wealth email formats with LeadIQ.

When was Destiny Wealth founded?

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Destiny Wealth was founded in 1991.

Destiny Wealth

Financial ServicesFlorida, United States11-50 Employees

Destiny Wealth provides comprehensive asset management and financial planning services to high net worth individuals, families, and businesses throughout Florida, with offices in Tavares, Winter Park, The Villages, and Jacksonville.

Founded by Tom Ruggie, ChFC®, CFP®, who began his career in the financial services industry in 1991, the firm was established as Ruggie Wealth Management and built on a commitment to thoughtful planning, research-driven financial guidance, and enduring client relationships. Under his leadership, the firm developed into a trusted advisory practice serving clients across its Florida office locations.

Today, Destiny Wealth reflects the continued evolution of the firm, maintaining the same team, planning philosophy, and client-first approach, with Tom Ruggie continuing to play an active role.

Section iconCompany Overview

Headquarters
2100 Lake Eustis Drive Tavares, Florida 32778 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Destiny Wealth's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Destiny Wealth's revenue is estimated to be in the range of $10M$25M

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