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Business Profile

Financial Services

Destiny Wealth Partners, LLC
BBB Accredited BusinessA+Rated by BBB
Visit Website(352) 343-2700Write a Review

About

Overview

Destiny Wealth Partners, LLC

2100 Lake Eustis Dr

Tavares, FL 32778-2064

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Operating Hours
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 4:00 PM

Find a Location

Destiny Wealth Partners, LLC has 3 locations, listed below.

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    BBB Accreditation & Rating

    Destiny Wealth Partners, LLC is BBB Accredited.

    This business has committed to upholding the BBB Standards for Trust.

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    About This Business

    Nationally-recognized Ruggie Wealth Management/ Destiny Wealth and our principals offer investment advisory services under our independent RIA Destiny Wealth Partners, which manages more than $1.2 Billion in assets.

    BBB Accredited Since: 7/28/2025

    Years in Business: 13

    Products and Services

    Wealth and investment management, pre-retirement, retirement, tax, and financial estate planning and guidance, intergenerational wealth transfer, wealth protection.

    Business Details

    Local BBB:
    BBB Serving Central Florida
    BBB File Opened:
    4/19/2013
    Business Started:
    11/6/2012
    Business Started Locally:
    11/6/2012
    Business Incorporated:
    11/6/2012
    Type of Entity:
    Limited Liability Company (LLC)
    Alternate Names:
    Ruggie Wealth Management
    Business Management:
    Thomas H. Ruggie, Managing Member/Founder & CEO
    Brian Davis, President of Wealth Management

    Additional Contact Information

    Principal Contacts
    Thomas H. Ruggie, Managing Member/Founder & CEO
    Brian Davis, President of Wealth Management
    Customer Contacts
    Brian Davis, President of Wealth Management
    Additional Phone Numbers
    Other Phone: (407) 644-2701
    Other Phone: (352) 385-7705
    Other Phone: (904) 482-1131
    Additional Email Addresses
    Inquiry: Email this Business
    Additional Websites
    ruggiewealth.com/
    Social Media

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    Additional Information

    Other Resources
    Department of Financial Services (FL)
    200 E Gaines St
    Tallahassee FL 32399
    Phone Number: (877) 693-5236
    www.myfloridacfo.com
    Business Categories
    Financial Services, Estate Planning and Management, Wealth Management, Financial Advisor Support Wealth Management

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