Destiny Family Office Founder and CEO Thomas Ruggie, ChFC®, CFP® has been named an Excellence Awardee by InvestmentNews in the category Advisor of the Year – Alternative Investments. the InvestmentNews Awards of Excellence recognize the individuals and organizations leading the future of the US wealth management industry.
This specific award celebrates the advisor who has displayed excellence in alternative solutions (investments in asset classes other than stocks, bonds and cash, featuring low correlations to traditional asset classes) and helped shape and innovate the industry.
Following a months-long process – including open nominations, independent research, and excellence awardee submissions – the 2025 Excellence Awardees were named. These finalists represent the highest standards of leadership, innovation, and impact across the wealth management space.
Judges considered criteria including knowledge, understanding and communication of alternative investment opportunities and strategies for client portfolios, strategies for educating the industry/clients on alternative investments, and approach to regulatory compliance.
Final awards will be presented at a Gala in June in New York City.
Investment advisory services offered through Destiny Wealth Partners, LLC, an SEC Registered Investment Advisor. Destiny Wealth Partners also conducts business as Destiny Family Office, Ruggie Wealth Management and Nichols Wealth Partners. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Destiny Wealth Partners is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Destiny Wealth Partners by any of its clients. Rankings published by magazines, and others, may base their selections on information prepared and/or submitted by the recognized adviser. Additional disclosures and other important information at www.nicholswealth.com/disclosures.