Insights

Industry Recognition Ruggie Wealth Management has earned prestigious accolades such as being named the RIA Team of the Year at the InvestmentNews 2024 Awards, highlighting its strong reputation and prestige within the financial services industry.

Growth & Leadership The firm’s recent hires of senior professionals, including senior wealth advisors and experienced wealth managers like Carol Mulcahy and Rob Clark, demonstrate a focus on expanding expertise and enhancing client service capabilities.

Financial Strength With annual revenues estimated between $10 million and $25 million and a focused client base, Ruggie Wealth Management shows solid financial health, suggesting capacity to support larger, high-net-worth clients and investment initiatives.

Technology & Innovation The firm's utilization of modern tech tools like Facebook Pixel, Egnyte, and RankMath SEO indicates an investment in digital marketing and operational efficiency, providing opportunities to offer advanced tech solutions or premium online client engagement tools.

Client-centric Approach Ruggie Wealth’s reputation for building lasting relationships and unbiased, research-driven advice positions it well to explore partnerships with firms seeking personalized financial planning services and strategic alliances within the financial advisory space.

Similar companies to Ruggie Wealth Management

Ruggie Wealth Management Tech Stack

Ruggie Wealth Management uses 8 technology products and services including Facebook Pixel, Egnyte, Google Fonts API, and more. Explore Ruggie Wealth Management's tech stack below.

Facebook Pixel
Analytics
Egnyte
File Sharing
Google Fonts API
Font Scripts
Paychex
Human Resource Management System
Microsoft Teams
Team Collaboration
RankMath SEO
Web Platform Extensions
Astra
Web Platform Extensions
Apache HTTP Server
Web Servers

Media & News

Ruggie Wealth Management's Email Address Formats

Ruggie Wealth Management uses at least 1 format(s):

Ruggie Wealth Management Email Formats	Example	Percentage
FLast@ruggiewealth.com	JDoe@ruggiewealth.com	48%
FMiddleLast@ruggiewealth.com	JMichaelDoe@ruggiewealth.com	2%
FLast@ruggiewealth.com	JDoe@ruggiewealth.com	48%
FMiddleLast@ruggiewealth.com	JMichaelDoe@ruggiewealth.com	2%

Frequently Asked Questions

Where is Ruggie Wealth Management's headquarters located?

Ruggie Wealth Management's main headquarters is located at 2100 Lake Eustis Dr., Tavares, Florida 32778, US. The company has employees across 1 continents, including North America.

What is Ruggie Wealth Management's phone number?

You can contact Ruggie Wealth Management's main corporate office by phone at

+1-352-343-****

. 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 Ruggie Wealth Management's official website and social media links?

Ruggie Wealth Management's official website is ruggiewealth.com and has social profiles on LinkedIn.

What is Ruggie Wealth Management's SIC code NAICS code?

Ruggie Wealth Management's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Ruggie Wealth Management have currently?

As of October 2025, Ruggie Wealth Management has approximately 18 employees across 1 continents, including North America. Key team members include Founder And Chief Executive Officer: T. R.Fractional Coo: T. H.Managing Partner | Senior Wealth Advisor: J. A. R.. Explore Ruggie Wealth Management's employee directory with LeadIQ.

What industry does Ruggie Wealth Management belong to?

Ruggie Wealth Management operates in the Financial Services industry.

What technology does Ruggie Wealth Management use?

Ruggie Wealth Management's tech stack includes Facebook PixelEgnyteGoogle Fonts APIPaychexMicrosoft TeamsRankMath SEOAstraApache HTTP Server.

What is Ruggie Wealth Management's email format?

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

When was Ruggie Wealth Management founded?

Ruggie Wealth Management was founded in 1991.

Ruggie Wealth Management

Q: How many employees does Ruggie Wealth Management have currently?

Ruggie Wealth Management has approximately 18 employees.

Q: What technology does Ruggie Wealth Management use?

Ruggie Wealth Management's tech stack includes Animate.css, FitVids.js, Font Awesome, WordPress, bxSlider.

Financial ServicesUnited States11-50 Employees

Ruggie Wealth Management provides comprehensive asset management and financial planning services for individuals and businesses. Founded by Tom Ruggie, ChFC®, CFP® who started in the financial industry in 1991, the firm represents a distinguished group of clients throughout the United States. Ruggie Wealth Management enjoys a well-deserved reputation for developing lasting client relationships, providing unbiased, research-driven financial advice and supporting other client needs through strategic alliances with experienced professionals.

https://www.ruggiewealth.com/disclosures/