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Destiny Wealth Partners
Приєднався 19 чер 2014
Destiny Wealth Partners is an award-winning Registered Investment Advisor (RIA) founded by 30+ Year Financial Veteran Thomas H. Ruggie, CHFC®, CFP®.
Conducting business as Destiny Family Office, Ruggie Wealth Management and Nichols Wealth Partners, the Florida-based firm, manages more than $1B in assets, and provides wealth management, consulting, financial, and retirement planning services to exceptional entrepreneurs, executives, families and foundations, as well as access to alternative, direct and co-investment investment and family office opportunities to qualified investors.
We are committed to helping create opportunities for our clients to overcome the complexity that arises in both their personal and business financial situations as they pursue their highest Destiny.
Conducting business as Destiny Family Office, Ruggie Wealth Management and Nichols Wealth Partners, the Florida-based firm, manages more than $1B in assets, and provides wealth management, consulting, financial, and retirement planning services to exceptional entrepreneurs, executives, families and foundations, as well as access to alternative, direct and co-investment investment and family office opportunities to qualified investors.
We are committed to helping create opportunities for our clients to overcome the complexity that arises in both their personal and business financial situations as they pursue their highest Destiny.
Significance of Wealth Ep. 10 | Brian Dwyer on Leading REA’s Premier Collectibles Auction House
Join host Tom Ruggie, founder and CEO of Destiny Family Office, as he sits down with Brian Dwyer, the visionary leader of Robert Edward Auctions (REA), to explore his journey from small beginnings to heading one of the most respected auction houses in the collectibles industry. In this episode, Brian shares how he balances legacy and innovation, discusses high-profile acquisitions like Huggins & Scott Auctions, and offers insights into the future of the collectibles market.
Don’t miss the exclusive preview of REA’s Fall Catalog Auction, starting November 22nd, featuring over 3,700 items-including a rare Babe Ruth rookie card graded PSA 3.5!
Timestamps:
00:00 - Introduction to the Significance of Wealth Podcast with Martie Salt.
00:30 - Today’s Guest: Brian Dwyer
02:14 - Brian’s Entrepreneurial Beginnings
05:25 - Balancing Legacy and Innovation
07:07 - Acquiring Huggins and Scott
08:56 - Succession Planning for Collectors
10:03 - Friendly Competition in the Hobby
12:46 - Brian’s Personal Collection
15:51 - Unbelievable Auction Discoveries
17:12 - The $24M Babe Ruth jersey and predictions for the next big collectibles.
20:03 - The Collectibles Market’s Future
22:51 - Collectibles as an Asset Class
28:44 - Important Tips for Collectors
32:11 - A $700K Dumpster Save
35:04 - REA’s Premier Auction
37:28 - The Story Behind the Babe Ruth Card
38:42 - Brian’s Legacy for REA
39:33 - How to Connect with REA
40:19 - Closing Remarks
Subscribe to the Significance of Wealth podcast for more content on the evolving landscape of wealth management, private and direct investments, and the world of collectibles as both a passion and potential investment strategy.
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The expressed views, thoughts, and opinions belong solely to the host and/or guests and are not investment recommendations or opinions issued by Destiny Wealth Partners or its affiliates. Investment advisory services are offered through Destiny Wealth Partners, LLC, an SEC Registered Investment Advisor. Destiny Wealth Partners also conducts business under the name Destiny Family Office. Destiny Family Office podcasts are the sole property of Destiny Family Office, and information provided is for informational and educational purposes only. Destiny Family Office and its affiliates are not responsible for any human or mechanical errors or omissions. Parties may not reproduce these podcasts in any form without the express written consent of Destiny Family Office. Learn more at www.destinyfamilyoffice.com/disclosures.
Don’t miss the exclusive preview of REA’s Fall Catalog Auction, starting November 22nd, featuring over 3,700 items-including a rare Babe Ruth rookie card graded PSA 3.5!
Timestamps:
00:00 - Introduction to the Significance of Wealth Podcast with Martie Salt.
00:30 - Today’s Guest: Brian Dwyer
02:14 - Brian’s Entrepreneurial Beginnings
05:25 - Balancing Legacy and Innovation
07:07 - Acquiring Huggins and Scott
08:56 - Succession Planning for Collectors
10:03 - Friendly Competition in the Hobby
12:46 - Brian’s Personal Collection
15:51 - Unbelievable Auction Discoveries
17:12 - The $24M Babe Ruth jersey and predictions for the next big collectibles.
20:03 - The Collectibles Market’s Future
22:51 - Collectibles as an Asset Class
28:44 - Important Tips for Collectors
32:11 - A $700K Dumpster Save
35:04 - REA’s Premier Auction
37:28 - The Story Behind the Babe Ruth Card
38:42 - Brian’s Legacy for REA
39:33 - How to Connect with REA
40:19 - Closing Remarks
Subscribe to the Significance of Wealth podcast for more content on the evolving landscape of wealth management, private and direct investments, and the world of collectibles as both a passion and potential investment strategy.
.
.
.
The expressed views, thoughts, and opinions belong solely to the host and/or guests and are not investment recommendations or opinions issued by Destiny Wealth Partners or its affiliates. Investment advisory services are offered through Destiny Wealth Partners, LLC, an SEC Registered Investment Advisor. Destiny Wealth Partners also conducts business under the name Destiny Family Office. Destiny Family Office podcasts are the sole property of Destiny Family Office, and information provided is for informational and educational purposes only. Destiny Family Office and its affiliates are not responsible for any human or mechanical errors or omissions. Parties may not reproduce these podcasts in any form without the express written consent of Destiny Family Office. Learn more at www.destinyfamilyoffice.com/disclosures.
Переглядів: 8
Відео
Bidding on Success: REA’s Brian Dwyer on Leading a Premier Sports Card and Memorabilia Auction Ho...
Переглядів 921 годину тому
Robert Edward Auctions’ Brian Dwyer knocks it out of the park as he leads and grows the nation's premier auction house specializing in rare baseball cards and memorabilia. In this episode, host Tom Ruggie, founder and CEO of Destiny Family Office, welcomes Brian to share his journey from small beginnings on eBay to owning and expanding one of the most respected names in the collectibles industr...
Shipwreck Coins: From Corroded to Coveted | Significance of Wealth Podcast Ep. 9
Переглядів 14 тис.Місяць тому
Shipwreck coins are becoming a key focus in the rare collectibles market. In the latest episode of the Significance of Wealth podcast, expert Daniel Sedwick discusses the historical and cultural significance of these treasures. Tune into episode.9 to learn more about the fascinating world of shipwreck coins and artifacts. . . . . The expressed views, thoughts, and opinions belong solely to the ...
Significance of Wealth Ep. 9 Treasures as Investments: Exploring Shipwreck Coins and Artifacts
Переглядів 34Місяць тому
In Episode 9 of the Significance of Wealth podcast, host Tom Ruggie, Founder & CEO of Destiny Family Office, sits down with Daniel Sedwick, President of Daniel Frank Sedwick Auction House, the world’s leading specialist in colonial coinage and shipwreck artifacts. Daniel shares his vast expertise on the growing market for treasure coins, historical artifacts, and how these rare items can serve ...
Treasures as Investments: Exploring Shipwreck Coins and Artifacts with Daniel Sedwick
Переглядів 6Місяць тому
In Episode 9 of the Significance of Wealth podcast, host Tom Ruggie, Founder & CEO of Destiny Family Office, sits down with Daniel Sedwick, President of Daniel Frank Sedwick Auction House, the world’s leading specialist in colonial coinage and shipwreck artifacts. Daniel shares his vast expertise on the growing market for treasure coins, historical artifacts, and how these rare items can serve ...
$20M Lawsuit Settled for $250K - Discover the Power of Asset Protection
Переглядів 8 тис.Місяць тому
In this clip from episode 8 of the Significance of Wealth podcast, Hillel Presser discusses the importance of proactive asset protection and its potential benefits. In one example, Hillel shares how strategic planning helped a client resolve a $20 million lawsuit for a significantly reduced amount. Join Tom Ruggie and Hillel Presser as they explore key asset protection topics, including the lim...
Significance of Wealth Ep. 8 | The Power of Asset Protection: Securing Your Wealth
Переглядів 1,3 тис.2 місяці тому
Are you truly safeguarding your wealth, or are you leaving it exposed to unexpected risks? In this episode of The Significance of Wealth, host and wealth management expert Tom Ruggie sits down with Hillel Presser, a nationally recognized asset protection attorney who has been featured on major media outlets such as Fox, NBC, and CBS as well as numerous newspapers and magazines such as Forbes an...
The Power of Asset Protection: Securing Your Wealth with Hillel Presser (Ep 8)
Переглядів 9Місяць тому
Are you truly safeguarding your wealth, or are you leaving it exposed to unexpected risks? In this episode of the Significance of Wealth, host and wealth management expert Tom Ruggie sits down with Hillel Presser, a nationally recognized asset protection attorney who has been featured on major media outlets such as Fox, NBC, and CBS. Hillel shares his expert insights on how to protect your asse...
InvestmentNews’ Global Managing Editor Interviews Tom Ruggie: 2024 RIA Team of the Year Honor
Переглядів 112 місяці тому
James Burton, Managing Editor of InvestmentNews, talked one-on-one with Tom about Destiny Wealth Partners recent selection as their RIA Team of the Year (10 Advisors or More), from among the 15,000 RIAs in the U.S. This award was given to “reward excellence, inspire greatness, and shine a spotlight on standout financial firms who have elevated their work, reputations, and the industry as a whol...
Growth-Stage Investing: 137 Ventures' Approach to Supporting Tomorrow's Tech Leaders (Ep 7)
Переглядів 5Місяць тому
Welcome to the Significance of Wealth with Tom Ruggie, founder and CEO of Destiny Family Office. Join us as we explore the complex world of wealth management and strategies tailored for ultra-high-net-worth individuals. In this episode, we are joined by Christian Garrett, Principal at 137 Ventures, a growth-stage venture firm. Christian shares his insights on navigating the venture capital land...
Significance of Wealth Podcast Ep. 7 | Growth-Stage Investing: Supporting Tomorrow's Tech Leaders
Переглядів 6 тис.3 місяці тому
In this episode of the Significance of Wealth podcast, host Tom Ruggie interviews Christian Garrett, a principal at 137 Ventures, a growth stage venture firm with a distinctive approach to deal sourcing. Christian shares his journey from playing college basketball to making waves in the world of venture capital, detailing how 137 Ventures provides liquidity to founders while building significan...
Tom Ruggie on Founding Destiny Family Office: How a Simple Question Sparked Its Creation
Переглядів 273 місяці тому
In an interview with InvestmentNews, Tom Ruggie shares the inspiring story behind the creation of Destiny Family Office. Prompted by a thought-provoking question during a Strategic Coach session in October 2016, Tom reflects on what truly drives his passion beyond financial success. This reflection led to the founding of a multifamily office tailored to serve the sophisticated needs of ultra-hi...
Significance of Wealth Podcast Ep. 6 | Authentication Matters: The $30 Million Babe Ruth Jersey
Переглядів 9 тис.4 місяці тому
Significance of Wealth Podcast Ep. 6 | Authentication Matters: The $30 Million Babe Ruth Jersey
Authentication Matters: The $30 Million Babe Ruth Jersey (Ep 6)
Переглядів 5Місяць тому
Authentication Matters: The $30 Million Babe Ruth Jersey (Ep 6)
Tom Ruggie’s Acceptance Speech at the InvestmentNews Awards - 2024 RIA Team of the Year
Переглядів 914 місяці тому
Tom Ruggie’s Acceptance Speech at the InvestmentNews Awards - 2024 RIA Team of the Year
Dermatologist's insights on aiming for a long, healthy life
Переглядів 3714 місяці тому
Dermatologist's insights on aiming for a long, healthy life
What fuels a leading dermatology expert to stay motivated? 🤔💡
Переглядів 235 місяців тому
What fuels a leading dermatology expert to stay motivated? 🤔💡
Significance of Wealth Podcast Ep. 5 | Transforming Medicine through Passion and Innovation
Переглядів 205 місяців тому
Significance of Wealth Podcast Ep. 5 | Transforming Medicine through Passion and Innovation
Transforming Medicine through Passion and Innovation with Dr. Matt Leavitt (Ep 5)
Переглядів 7Місяць тому
Transforming Medicine through Passion and Innovation with Dr. Matt Leavitt (Ep 5)
Significance of Wealth Podcast Ep. 4 | The Diamond King's Legacy with guests Dick Perez & Marq Evans
Переглядів 336 місяців тому
Significance of Wealth Podcast Ep. 4 | The Diamond King's Legacy with guests Dick Perez & Marq Evans
Unveiling the Legacy: A Journey Through Baseball Artistry (Ep 4)
Переглядів 3Місяць тому
Unveiling the Legacy: A Journey Through Baseball Artistry (Ep 4)
The Influence of Embracing Niches: Investment Opportunities, Family Office, and Collectibles
Переглядів 67 місяців тому
The Influence of Embracing Niches: Investment Opportunities, Family Office, and Collectibles
Significance of Wealth Podcast Ep. 3 | The High-Revving World of Exotic Car Collecting
Переглядів 807 місяців тому
Significance of Wealth Podcast Ep. 3 | The High-Revving World of Exotic Car Collecting
Passion, Prestige, and Philanthropy: The High-Revving World of Exotic Car Collecting (Ep 3)
Переглядів 4Місяць тому
Passion, Prestige, and Philanthropy: The High-Revving World of Exotic Car Collecting (Ep 3)
Significance of Wealth Podcast Ep. 2 | Unlocking Wealth Strategies: A Dive into Target Outcome Funds
Переглядів 198 місяців тому
Significance of Wealth Podcast Ep. 2 | Unlocking Wealth Strategies: A Dive into Target Outcome Funds
Personalized Client Service as an RIA in a Technology Driven World
Переглядів 128 місяців тому
Personalized Client Service as an RIA in a Technology Driven World
Unlocking Wealth Strategies: A Dive into Target Outcome Funds (Ep 2)
Переглядів 9Місяць тому
Unlocking Wealth Strategies: A Dive into Target Outcome Funds (Ep 2)
Key Decisions that Helped Destiny Wealth Partners Grow as an RIA
Переглядів 138 місяців тому
Key Decisions that Helped Destiny Wealth Partners Grow as an RIA
Significance of Wealth Podcast: "Ahead of the Curve"
Переглядів 38 місяців тому
Significance of Wealth Podcast: "Ahead of the Curve"
Significance of Wealth Podcast Ep. 1 | Defining Success, Investments, and Collectibles
Переглядів 258 місяців тому
Significance of Wealth Podcast Ep. 1 | Defining Success, Investments, and Collectibles
you open it you stupid sod these are selling for 1000/3500 quid you have just lost a tone of money now worth around 500 bet you throw away the sticker as well
Great to hear the story of Dick Perez, baseball's iconic artist. Can't wait for the full Marq Evans' documentary.
Awesome
Tom nice podcast interview, little suspect since Barry didn't realize it was game 3 and not 4 of the 1932 world series. As far as the called shot lore, it's just that, lore. In 1983 I had Billy Herman signing autographs at a show I held in Boca Raton FL. He lived in West Palm Beach at the time, and I specifically asked him about the called shot that day and he said it was not a called shot. He was just gesturing back to Root (the pitcher) also he had gestured to the Chicago bench as he rounded 3rd as you may know they stiffed his former teammate Mark Koenig by not granting him a full share of their pennant winnings. Root has said if he pointed to the outfield the next pitch would have been in his ear. Billy was the second basemen in that game and is a HOFer as well. Not taking anything away for the jersey, after all Ruth did hit 2 home runs in that series game! Nice job.
Congratulations!
😎 *PromoSM*
Amazing stuff! Thanks for sharing. I’m also working on my CFP, testing this March.
Thank you for watching and best of luck on your CFP journey!
Exciting news, Tom! What a great honor and in line with your passion for sports collecting.
Nice Job
Let me make this clear. We put out money into starting about 17 years ago. The Expectation was that my daughters tuition would be covered. The cost of her credit hr's is going to be about 225.00 FPP will be paying about 117.00 per credit Hr. Which by our math is about the exact money that we put in. We are devastated and hurt. Most likely they took our money and made money with it and left us holding the bag. When we ask about how this can be we get a lot of verbal 3 card Monte. It's too late for us, but you can still save yourself. Hope this helps someone
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