InvestmentNewsAward Recognizes Exceptionalism in Wealth and Investment Management
ThomasRuggie, ChFC®, CFP®, Founder and CEO of Destiny Family Office and Destiny Wealth Partners, has been named the winner of the prestigious InvestmentNews 2025 Advisor of the Year for Alternative Investments, a recognition that celebrates the highest level of achievement in investment management. This distinguished honor was presented during a gala in New York City.
These awards spotlight trailblazers, game-changers, and leaders who are reshaping the wealth management profession in North America, and this year's event brought together a powerful cross-section of top advisors, forward-thinking firms, and cutting-edge technology innovators.
“Winning an InvestmentNews Award is more than a moment in the spotlight – it's a career-defining milestone,” said an InvestmentNews spokesperson. “It signals to clients, peers, and partners that your work stands at the pinnacle of excellence in the industry.”
Ruggie has become an advocate for the investor who, despite significant resources, has not had privileged access to alternative, direct or co-investment opportunities. Destiny Family Office is helping democratize private investments, offering unique and privileged institutional-caliber alternative, direct and co-investment platforms with broad manager access to qualified investors.
In addition, he has established various investment funds, a co-investment fund and other privileged investment initiatives to enhance offerings for his high-net-worth and ultra-high-net-worth families. His deep understanding of private equity, hedge funds, private credit, and other non-correlated assets allows him to construct sophisticated portfolios that help those families protect and grow their wealth across market cycles. Complementing this expertise, his personal passion for collecting has led him to speak and author articles on a national stage about the strategic role of “passion assets” such as artwork, exotic cars, sports memorabilia, and other collectibles within broader investment and legacy planning conversations – offering a unique blend of professional insight and personal perspective.
“I continue to be so grateful for the clients who put their trust and confidence in us. The independent judges of the InvestmentNews Awards indicated they were looking for leaders who push the envelope, embrace change, and deliver real results for their clients. I believe that putting our clients first in everything we do is the kind of victory that really matters,” said Ruggie.
This latest recognition continues to affirm Destiny Family Office's reputation for leadership, integrity, and client-centric excellence in a fast-evolving financial and investment landscape. Ruggie was selected through a rigorous judging process led by a panel of respected industry experts and senior representatives who evaluated individuals and firms based on innovation, impact, and the ability to deliver measurable outcomes for clients.
About Destiny Family OfficeCentral Florida-based Destiny Family Office, part of award-winning independent RIA Destiny Wealth Partners, was created by 30+ year financial veteran Thomas Ruggie, ChFC®, CFP in 2017 to simplify complexity for his HNW and UHNW clients – who include entrepreneurs, executives, and families – and to help them overcome the problems and challenges that come from managing significant resources. The Destiny Family Office team is committed to providing high-impact financial and investment management services and capabilities, and to helping ensure their clients' legal, tax, and other professional services are delivered in unison. They help free up more time for their clients to do the things they are passionate about, and to achieve their highest destiny. To learn more, visit www.destinyfamilyoffice.com.
About Tom Ruggie, ChFC®, CFP®Founder & CEO, Destiny Family Office, Destiny Wealth Partners, Destiny Wealth
Tom Ruggieis a visionary wealth manager, executive, and entrepreneur who has spent more than three decades building one of the country's pre-eminent wealth management organizations, comprised of an independent RIA, multiple wealth management firms, and various alternative funds.
He has been recognized multiple times among Forbes Best-in-State Wealth Advisors (#1 in North Florida in 2024), Barron's Top 1200 Advisors, Financial Advisor Magazine Top RIA, and as a finalist in the prestigious Family Wealth Report Awards. His independent RIA firm Destiny Wealth Partners was named the InvestmentNews 2024 RIA Team of the Year (10 Advisors or More).
About InvestmentNewsPublished by Key Media, InvestmentNews provides investment news and analysis, extensive coverage and expert insights that helps their audience make informed decisions, stay ahead of industry trends and grow their businesses, through news coverage, research, events and multimedia platforms.
Investment advisory services offered through Destiny Wealth Partners, LLC, an SEC Registered Investment Advisor. Destiny Wealth Partners also conducts business under the names Destiny Family Office, Ruggie Wealth Management, Nichols Wealth Partners, and Destiny Wealth. 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 or its firms are engaged, or continue 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. Methodology: InvestmentNews requested initial submissions for entries based on category criteria. Applications could be submitted by an individual or team depending on the category or anyone could apply on their behalf. Finalists (awardees) were selected based on submissions and research performed by InvestmentNews. Awardees then submitted more detailed entries, which were judged by an independent panel of industry leaders, and winners were selected based on a simple points system. No fee was submitted for consideration.
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