About Us
Destiny Wealth Partners is a financial advisory firm headquartered in Tavares, FL, with multiple offices across Florida. Founded by CEO Tom Ruggie, the firm specializes in a disciplined retirement planning process known as The Retirement Distribution Strategy™. They serve a diverse clientele including pre-retirees, business owners, affluent families, and executives. The firm’s services encompass comprehensive wealth planning, investment management, tax-efficient withdrawal strategies, and estate planning. They utilize a multi-point assessment called the Wealth Scorecard to help clients identify gaps in their financial future. The company emphasizes a relationship-first approach, combining precision in detail with a commitment to integrity and innovation.
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