Destiny Wealth Partners Launches Private Trust Capabilities and Services

“Destiny Private Trust” built on the nation’s largest independent, advisor-owned platform

TAVARES, Florida, December 16, 2021 / PRNewswire / – Destiny Wealth Partners, the independent RIA for Central floridaSavannah-based Ruggie Wealth Management and Destiny Family Office and Savannah-based KCG Investment Advisory Services are delighted to announce the launch of Destiny Private Trust, a fiduciary representative office of National Advisors Trust Company (NATC), the most large independent company owned by trust company advisers in the country, to provide comprehensive and personalized trust services to clients.

Destiny Private Trust is the culmination of years of strategic planning and is supported by a relationship that began five years ago with NATC to provide a full range of trust and trust capabilities and services.

“Destiny Private Trust reflects an evolution in the breadth and depth of the comprehensive wealth management services our companies already provide to our clients and their families at every stage of life and across generations,” said Thomas H. Ruggie, ChFC®, CFP®, Founder and CEO of Destiny Wealth Partners. “Developing and maintaining close and multigenerational relationships with our clients and their families, and helping to strengthen their wealth transfer strategies, is a deeply personal process that is fundamental in our firm. “

NATC, with 10 billion dollars in Assets Under Administration, is a nationally chartered trust company, regulated by the Office of the Comptroller of the Currency (OCC), an office of the United States Treasury Department, and is a member of the Federal Deposit Insurance Corporation (FDIC) .

“More and more of our clients are looking for fiduciary and trust services, which are increasingly a feature of the plans we are implementing for them. Being able to provide these services and integrate them into our broader wealth management and family office offerings is a strong differentiator for us, which allows us to ensure additional continuity for the future.

“Clients benefit from the services of a world-class federally chartered trust company while continuing to work directly with their own trusted advisor from Ruggie Wealth, Destiny Family Office or KCG Investment Advisory Services, so this is a great solution. Ruggie said.

“NATC’s company-led trustee model allows Destiny Wealth Partners to remain in charge of portfolio and investment management and to be named in our clients’ trust documents as an investment advisor. It is truly a great partnership that will continue to help us strengthen and deepen the relationships we forge with our client families. “

On Tom ruggie
Tom ruggie is a Chartered Financial Consultant (ChFC®), CERTIFIED FINANCIAL PLANNER ™ (CFP®) and a veteran of the investment and financial planning industries who began his career in 1991 and subsequently founded Ruggie Wealth Management for serving individuals, small businesses and non-profit organizations who want personalized wealth management services that help them achieve their financial goals, challenges and aspirations. Since then he has added Destiny Family Office to provide services to high net worth and high net worth clients and has partnered with KCG Investment Advisory Services. His entrepreneurial spirit, investment strategy and unwavering dedication to customer service have enabled him to transform Ruggie Wealth Management and related companies into a continuum of financial services. He was recognized among Barron The top 1,200 advisers nine times, and as Forbes Best-in-State Advisor since its inception. He was appointed to join the Forbes Finance Council.

About national advisers
National Advisors Trust Company (NATC) is the largest independent, advisor-owned trust company in the United States with more than $ 10 billion under management. It is a leading national independent trust company providing expert trusted services and solutions, and enriching lifelong relationships with trusted advisors and the clients they serve. For more information on NATC, visit www.nationaladvisors.com.

Investment advisory services offered by Destiny Wealth Partners, LLC, an investment adviser registered with the SEC. Destiny Wealth Partners also operates under the names of Ruggie Wealth Management, Destiny Family Office and KCG Investment Advisory Services. Destiny Private Trust is a fiduciary representative office of National Advisors Trust Company. Rankings and / or recognition by unaffiliated rating services and / or publications should not be interpreted by a client or potential client as a guarantee that he / she will achieve a certain level of results if Ruggie Wealth Management is engaged, or continuing to be engaged, to provide investment advisory services, nor should this be construed as a current or past endorsement of Ruggie Wealth Management by any of its clients. Rankings published by magazines and others may base their selections on information prepared and / or submitted by the Recognized Advisor. Barron’s rankings are based on factors such as assets under management, revenue generated by the business, regulatory record, quality of practice, and philanthropic work.

CONTACT:

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SOURCE Destiny Wealth Partners


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