Description

Welcome to the inaugural episode of "The Significance of Wealth" podcast with Tom Ruggie, founder and CEO of Destiny Family Office. Hosted by Martie Salt, this podcast delves into the evolving landscape of wealth management. In each episode, Tom explores independent thinking and tailored strategies that go beyond financial expectations, shedding light on alternative and private investments, as well as the world of collecting as both a passion and investment strategy.

Key Points:

• Defining Success Beyond Financial Norms: Tom reflects on success with a broad lens, challenging traditional definitions.
• Financial Journey and Entrepreneurship: Tom shares his 30+ years of experience, from a stroke of luck to founding Destiny Family Office.
• Core Values and Client Success: Discover the core values that have contributed to Tom's recognition as a top advisor, emphasizing the golden rule of treating clients as he would want to be treated.
• Three Uniques of Destiny Family Office: Tom elaborates on the family office structure, investment platform, and unique collectibles aspect that sets his firm apart.
• Passion for Collectibles: Learn about Tom's extensive sports memorabilia collection, autographs from legends like Babe Ruth and Muhammad Ali, and his unique approach to helping collectors plan for the future.
• The Journey to $1 Billion in Assets: Tom discusses the path to exceeding $1 billion in assets under management and shares future goals for the firm.
• Adapting to Change: Tom reflects on staying ahead of industry changes, adapting to technology, and working towards a next-gen business model.
• The Role of AI in Wealth Management: Tom explores the potential impact of AI on marketing, investment selection, and the evolving landscape of financial advisory services.
• "The Significance of Wealth" Podcast Structure: Tom outlines the podcast's three silos, focusing on family office needs, investment alternatives, and the world of collectibles.

Join Tom as he redefines the significance of wealth, offering insights, inspiration, and practical advice to transform your perspective on success, investing, and the true meaning of wealth. Don't miss out—tune in to explore the multifaceted world of wealth on "The Significance of Wealth" podcast!

The expressed views, thoughts, and opinions in this episode of The Significance of Wealth belong solely to the host and/or guests and are not investment recommendations or offers to buy or sell securities or private investments by Destiny Wealth Partners or its affiliates. This podcast is for informational and educational purposes only. Depending on the alternative fund discussed, you must be either an Accredited Investor and above. An Accredited Investor as defined is $1 Million dollars of investment net worth exclusive of primary residence. Or, a Qualified Purchaser as defined as being $5 Million dollars of investment net worth exclusive of primary residence. For any questions regarding the Destiny Funds, we invite you to visit our web site or eligibility, we invite www.DestinyFamilyOffice.com.