Significance of Wealth with Tom Ruggie

Tom Ruggie

Welcome to the Significance of Wealth podcast, where we explore the evolving landscape of wealth management, private investments, and collecting as both a passion and potential investment strategy. In each episode, host Tom Ruggie, founder and CEO of Destiny Family Office, discusses these topics with industry experts, providing insights into the unique challenges and opportunities associated with managing significant assets.

  1. 1D AGO

    From Pet Rocks to Private Jets

    Kyle Bell turned childhood hustle — selling candy, pet rocks, and autographs — into Bell Sports Marketing, a multi-division enterprise spanning authenticated memorabilia, large-scale charity auctions, and custom framing. In this episode of Significance of Wealth, Kyle shares how relationship capital, disciplined risk-taking, and long-term thinking helped transform a passion for sports into a scalable business. Host Tom Ruggie and Kyle explore the evolution of sports memorabilia from hobby to recognized alternative asset category, including the difference between established “blue-chip” legacy pieces and more speculative current-player opportunities. They also discuss how the collectibles market shifted during COVID, the importance of authentication and provenance, and why collectibles can carry both emotional and financial value. In addition, Kyle reflects on building enterprise value, scaling through uncertainty, and raising nearly $24 million for charitable causes through memorabilia-driven fundraising. This conversation offers perspective on entrepreneurship, alternative assets, and what meaningful wealth looks like beyond traditional balance sheets. Watch the episode on our YouTube channel and subscribe for more content: @SignificanceofWealthPodcast  Learn more about Destiny Family Office at www.DestinyFamilyOffice.com  Subscribe to the podcast on Apple Podcasts, Spotify, Pandora, iHeartRadio, and YouTube. The views, thoughts, and opinions expressed in this podcast belong solely to the host and/or guests and do not necessarily reflect the views of Destiny Wealth Partners, LLC or its affiliates. Nothing discussed should be construed as investment advice, an offer, solicitation, or recommendation to buy or sell any security, investment product, or strategy. Investment advisory services are offered through Destiny Wealth Partners, LLC, an SEC-registered investment adviser. Destiny Wealth Partners also conducts business under the name Destiny Family Office. Registration with the SEC does not imply any level of skill, training, or favorable outcome. This podcast and any related materials are provided for informational and educational purposes only and are not intended as a substitute for personalized investment, legal, tax, or accounting advice. Destiny Family Office is neither a law firm nor an accounting firm, and no portion of this content should be construed as legal or accounting advice. Listeners should consult their own advisors regarding their specific financial circumstances before making any investment decisions.  Discussions may include references to private, alternative, or illiquid investments. Such investments are speculative, involve a high degree of risk, may involve limited liquidity, and are not suitable for all investors. Alternative investments are intended only for investors who meet applicable eligibility requirements, such as Accredited Investor or Qualified Purchaser standards. Past performance is not indicative of future results, and no assurance can be given that any investment strategy will be successful or achieve its objectives. Any references to specific investments, strategies, or market outcomes are for illustrative purposes only and should not be assumed to be profitable or suitable for any individual or portfolio. No guarantees are made that any client or investor will experience similar results. Destiny Family Office and its affiliates make no representations as to the accuracy or completeness of the information discussed and are not responsible for any human or mechanical errors or omissions. The podcast content is the sole property of Destiny Family Office and may not be reproduced or redistributed in any form without the express written consent of Destiny Family Office. Copies of Destiny Wealth Partners’ current Form ADV Part 2A (Disclosure Brochure) and Form CRS, which provide additional information about advisory services and fees, are available upon request or at www.destinyfamilyoffice.com/disclosures.

    44 min
  2. JAN 22

    Dot-Com Bubble Déjà Vu? What Market History Tells Us About AI and Private Markets

    What happens when the host becomes the guest? In Episode 23 of Significance of Wealth, Martie Salt sits down with Tom Ruggie - Founder and CEO of Destiny Family Office and the show’s regular host - for a wide-ranging conversation on alternative investing, private markets, and the accelerating AI cycle. Fresh off being named InvestmentNews’ 2025 Advisor of the Year for Alternative Investments, Tom shares insights from his recent presentation to his TIGER21 peer group, where he argued that today’s AI revolution closely parallels the internet boom of the 1990s—compressed into a much shorter time frame. Together, Martie and Tom explore: Why Tom believes the AI bubble has not yet burst—and what signals he’s watchingHow Destiny Family Office accesses late-stage, pre-IPO companies through institutional relationshipsThe difference between primary market valuations and secondary market markupsKey risks of direct investing, including illiquidity, valuation opacity, and concentration riskHow a long-standing bucketing strategy helps determine appropriate allocations to alternativesWhere private equity, private credit, hedge funds, and direct investments fit within a broader portfolioWhile some opportunities discussed may only be available to qualified purchasers, this episode offers valuable perspective for any investor seeking to understand how experienced advisors and ultra-high-net-worth investors are thinking about private markets, innovation cycles, and long-term portfolio strategy. The views, thoughts, and opinions expressed in this podcast belong solely to the host and/or guests and do not necessarily reflect the views of Destiny Wealth Partners, LLC or its affiliates. Nothing discussed should be construed as investment advice, an offer, solicitation, or recommendation to buy or sell any security, investment product, or strategy. Investment advisory services are offered through Destiny Wealth Partners, LLC, an SEC-registered investment adviser. Destiny Wealth Partners also conducts business under the name Destiny Family Office. Registration with the SEC does not imply any level of skill, training, or favorable outcome. This podcast and any related materials are provided for informational and educational purposes only and are not intended as a substitute for personalized investment, legal, tax, or accounting advice. Destiny Family Office is neither a law firm nor an accounting firm, and no portion of this content should be construed as legal or accounting advice. Listeners should consult their own advisors regarding their specific financial circumstances before making any investment decisions.  Discussions may include references to private, alternative, or illiquid investments. Such investments are speculative, involve a high degree of risk, may involve limited liquidity, and are not suitable for all investors. Alternative investments are intended only for investors who meet applicable eligibility requirements, such as Accredited Investor or Qualified Purchaser standards. Past performance is not indicative of future results, and no assurance can be given that any investment strategy will be successful or achieve its objectives. Any references to specific investments, strategies, or market outcomes are for illustrative purposes only and should not be assumed to be profitable or suitable for any individual or portfolio. No guarantees are made that any client or investor will experience similar results. Destiny Family Office and its affiliates make no representations as to the accuracy or completeness of the information discussed and are not responsible for any human or mechanical errors or omissions. The podcast content is the sole property of Destiny Family Office and may not be reproduced or redistributed in any form without the express written consent of Destiny Family Office. Copies of Destiny Wealth Partners’ current Form ADV Part 2A (Disclosure Brochure) and Form CRS, which provide additional information about advisory services and fees, are available upon request or at www.destinyfamilyoffice.com/disclosures.

    35 min
  3. 12/18/2025

    Late-Stage Private Investing and Pre-IPO Markets: A Family Office Perspective

    In this episode of Significance of Wealth, host Tom Ruggie is joined by Michael Grayson, Portfolio Manager at First Trust Capital Management LP, for a thoughtful discussion on late-stage private investing within a changing capital market landscape.  Their conversation examines how institutional family offices assess private growth opportunities, with an emphasis on underwriting discipline, access, alignment of interests, and risk awareness. Tom and Michael also explore how liquidity considerations, secondary market dynamics, and potential exit paths, including IPOs, inform decision-making as companies mature toward the public markets. Explore related private market commentary and articles written by Tom Ruggie: - The Calm Investor’s Guide To Allocating Alternative Investments - The Role Of Direct Investment Opportunities In The AI Revolution - Why Alternatives Belong in a Well-Built Portfolio :: Connect with Destiny Family Office :: Website: www.destinyfamilyoffice.com LinkedIn: www.linkedin.com/company/destiny-family-office/ YouTube: @SignificanceOfWealthPodcast The views, thoughts, and opinions expressed in this podcast belong solely to the host and/or guests and do not necessarily reflect the views of Destiny Wealth Partners, LLC or its affiliates. Nothing discussed should be construed as investment advice, an offer, solicitation, or recommendation to buy or sell any security, investment product, or strategy. Investment advisory services are offered through Destiny Wealth Partners, LLC, an SEC-registered investment adviser. Destiny Wealth Partners also conducts business under the name Destiny Family Office. Registration with the SEC does not imply any level of skill, training, or favorable outcome. This podcast and any related materials are provided for informational and educational purposes only and are not intended as a substitute for personalized investment, legal, tax, or accounting advice. Destiny Family Office is neither a law firm nor an accounting firm, and no portion of this content should be construed as legal or accounting advice. Listeners should consult their own advisors regarding their specific financial circumstances before making any investment decisions.  Discussions may include references to private, alternative, or illiquid investments. Such investments are speculative, involve a high degree of risk, may involve limited liquidity, and are not suitable for all investors. Alternative investments are intended only for investors who meet applicable eligibility requirements, such as Accredited Investor or Qualified Purchaser standards. Past performance is not indicative of future results, and no assurance can be given that any investment strategy will be successful or achieve its objectives. Any references to specific investments, strategies, or market outcomes are for illustrative purposes only and should not be assumed to be profitable or suitable for any individual or portfolio. No guarantees are made that any client or investor will experience similar results. Destiny Family Office and its affiliates make no representations as to the accuracy or completeness of the information discussed and are not responsible for any human or mechanical errors or omissions. The podcast content is the sole property of Destiny Family Office and may not be reproduced or redistributed in any form without the express written consent of Destiny Family Office. Copies of Destiny Wealth Partners’ current Form ADV Part 2A (Disclosure Brochure) and Form CRS, which provide additional information about advisory services and fees, are available upon request or at www.destinyfamilyoffice.com/disclosures.

    48 min
  4. 10/15/2025

    The Psychology of Peak Performance with Dr. Jenny Susser

    In this episode of Significance of Wealth, host Tom Ruggie, ChFC®, CFP®, sits down with Dr. Jenny Susser — a performance psychologist, executive coach, and former U.S. Olympic Team sport psychologist — to explore what truly drives high achievers across both athletics and entrepreneurship. Drawing from her experience coaching Olympic athletes and Fortune 500 leaders, Dr. Susser unpacks the science of sustained performance: why preparation is non-negotiable, how recovery fuels excellence, and what it takes to balance relentless drive with long-term wellbeing. Together, Tom and Dr. Susser discuss: Parallels between elite athletes and entrepreneurs in mindset, discipline, and driveHow to prepare with purpose and recover with intentionWhy energy management is the new productivity“Empty Tank Syndrome” and the cost of running on depleted reservesHow to define enough and why emotional, mental, and physical wellbeing form the foundation of lasting successDr. Susser’s approach bridges clinical psychology, neuroscience, and real-world performance strategy offering powerful, practical insights for business leaders seeking to lead with clarity, energy, and emotional intelligence. Listen now to learn how elite performers manage their energy, optimize recovery, and sustain their edge in high-pressure environments. Subscribe to Significance of Wealth for conversations that challenge how we define success — exploring wealth management, private markets, alternative investments, and the passions that shape purpose, legacy, and impact. Helpful Resources: Dr. Jenny Susser's WebsiteDestiny Family Office's WebsiteSignificance of Wealth YouTube ChannelRedefining Alternative Investing: How Thomas Ruggie is Shaping the Future of Wealth ManagementInvesting in AI: Public vs private investments - InvestmentNews Article by Tom Ruggie The views, thoughts, and opinions expressed in this podcast belong solely to the host and/or guests and do not necessarily reflect the views of Destiny Wealth Partners, LLC or its affiliates. Nothing discussed should be construed as investment advice, an offer, solicitation, or recommendation to buy or sell any security, investment product, or strategy. Investment advisory services are offered through Destiny Wealth Partners, LLC, an SEC-registered investment adviser. Destiny Wealth Partners also conducts business under the name Destiny Family Office. Registration with the SEC does not imply any level of skill, training, or favorable outcome. This podcast and any related materials are provided for informational and educational purposes only and are not intended as a substitute for personalized investment, legal, tax, or accounting advice. Destiny Family Office is neither a law firm nor an accounting firm, and no portion of this content should be construed as legal or accounting advice. Listeners should consult their own advisors regarding their specific financial circumstances before making any investment decisions.  Discussions may include references to private, alternative, or illiquid investments. Such investments are speculative, involve a high degree of risk, may involve limited liquidity, and are not suitable for all investors. Alternative investments are intended only for investors who meet applicable eligibility requirements, such as Accredited Investor or Qualified Purchaser standards. Past performance is not indicative of future results, and no assurance can be given that any investment strategy will be successful or achieve its objectives. Any references to specific investments, strategies, or market outcomes are for illustrative purposes only and should not be assumed to be profitable or suitable for any individual or portfolio. No guarantees are made that any client or investor will experience similar results. Destiny Family Office and its affiliates make no representations as to the accuracy or completeness of the information discussed and are not responsible for any human or mechanical errors or omissions. The podcast content is the sole property of Destiny Family Office and may not be reproduced or redistributed in any form without the express written consent of Destiny Family Office. Copies of Destiny Wealth Partners’ current Form ADV Part 2A (Disclosure Brochure) and Form CRS, which provide additional information about advisory services and fees, are available upon request or at www.destinyfamilyoffice.com/disclosures.

    46 min
  5. 09/24/2025

    The AI Factor: How Leaders Can Harness Artificial Intelligence for Lasting Value

    In this episode of Significance of Wealth, Tom Ruggie welcomes Asha Saxena, Founder and CEO of Women Leaders in Data and AI (WLDA), professor at Columbia University, and bestselling author of The AI Factor, for a wide-ranging conversation on how artificial intelligence is transforming leadership, business strategy, and wealth management. Together they explore the rapid adoption of AI, its parallels to past technological revolutions, and the opportunities it presents for hyper-personalization, operational efficiency, and risk intelligence. Asha shares her frameworks for integrating AI responsibly, the importance of continuous learning, and why leaders must balance innovation with clarity of purpose to create lasting value. From reimagining client engagement to navigating ethical considerations, this episode offers a thought-provoking look at how AI is reshaping both business and wealth for the future. Helpful Resources: The AI Factor by Asha Saxena The AI Factor Workbook by Asha Saxena Preorder Asha's New Book: The Digital Human Advantage: Driving Business Growth Through Intelligent Digital Agents The Role of Direct Investment Opportunities in the AI Revolution by Thomas Ruggie Investing in AI: Public versus private investments by Thomas Ruggie Destiny Family Office The views, thoughts, and opinions expressed in this podcast belong solely to the host and/or guests and do not necessarily reflect the views of Destiny Wealth Partners, LLC or its affiliates. Nothing discussed should be construed as investment advice, an offer, solicitation, or recommendation to buy or sell any security, investment product, or strategy. Investment advisory services are offered through Destiny Wealth Partners, LLC, an SEC-registered investment adviser. Destiny Wealth Partners also conducts business under the name Destiny Family Office. Registration with the SEC does not imply any level of skill, training, or favorable outcome. This podcast and any related materials are provided for informational and educational purposes only and are not intended as a substitute for personalized investment, legal, tax, or accounting advice. Destiny Family Office is neither a law firm nor an accounting firm, and no portion of this content should be construed as legal or accounting advice. Listeners should consult their own advisors regarding their specific financial circumstances before making any investment decisions.  Discussions may include references to private, alternative, or illiquid investments. Such investments are speculative, involve a high degree of risk, may involve limited liquidity, and are not suitable for all investors. Alternative investments are intended only for investors who meet applicable eligibility requirements, such as Accredited Investor or Qualified Purchaser standards. Past performance is not indicative of future results, and no assurance can be given that any investment strategy will be successful or achieve its objectives. Any references to specific investments, strategies, or market outcomes are for illustrative purposes only and should not be assumed to be profitable or suitable for any individual or portfolio. No guarantees are made that any client or investor will experience similar results. Destiny Family Office and its affiliates make no representations as to the accuracy or completeness of the information discussed and are not responsible for any human or mechanical errors or omissions. The podcast content is the sole property of Destiny Family Office and may not be reproduced or redistributed in any form without the express written consent of Destiny Family Office. Copies of Destiny Wealth Partners’ current Form ADV Part 2A (Disclosure Brochure) and Form CRS, which provide additional information about advisory services and fees, are available upon request or at www.destinyfamilyoffice.com/disclosures.

    39 min
  6. 08/20/2025

    AI, Alternatives, and the Shifting Wealth Landscape with InvestmentNews’ James Burton

    In this episode of Significance of Wealth, Tom Ruggie welcomes James Burton, Vice President of Editorial at Key Media and Global Managing Editor of InvestmentNews, for a wide-ranging conversation on the forces transforming wealth management today. Together they explore how artificial intelligence is reshaping both journalism and finance, why the traditional 60/40 portfolio is giving way to new approaches, and how the rise of alternative and private market investments is redefining opportunity and risk. The discussion also takes listeners behind the scenes of the InvestmentNews Awards—now one of the industry’s most anticipated events—where Tom was recognized as “Advisor of the Year – Alternative Investments.” From consolidation in the advisory space to the role of human insight in an AI-driven future, this episode offers a thought-provoking look at how wealth and the narratives that shape it are evolving. Helpful Resources:  Read about Tom’s recognition as Advisor of the Year – Alternative Investments Learn more about InvestmentNews  InvestmentNews articles written by James Burton Learn more about Key Media The views, thoughts, and opinions expressed in this podcast belong solely to the host and/or guests and do not necessarily reflect the views of Destiny Wealth Partners, LLC or its affiliates. Nothing discussed should be construed as investment advice, an offer, solicitation, or recommendation to buy or sell any security, investment product, or strategy. Investment advisory services are offered through Destiny Wealth Partners, LLC, an SEC-registered investment adviser. Destiny Wealth Partners also conducts business under the name Destiny Family Office. Registration with the SEC does not imply any level of skill, training, or favorable outcome. This podcast and any related materials are provided for informational and educational purposes only and are not intended as a substitute for personalized investment, legal, tax, or accounting advice. Destiny Family Office is neither a law firm nor an accounting firm, and no portion of this content should be construed as legal or accounting advice. Listeners should consult their own advisors regarding their specific financial circumstances before making any investment decisions.  Discussions may include references to private, alternative, or illiquid investments. Such investments are speculative, involve a high degree of risk, may involve limited liquidity, and are not suitable for all investors. Alternative investments are intended only for investors who meet applicable eligibility requirements, such as Accredited Investor or Qualified Purchaser standards. Past performance is not indicative of future results, and no assurance can be given that any investment strategy will be successful or achieve its objectives. Any references to specific investments, strategies, or market outcomes are for illustrative purposes only and should not be assumed to be profitable or suitable for any individual or portfolio. No guarantees are made that any client or investor will experience similar results. Destiny Family Office and its affiliates make no representations as to the accuracy or completeness of the information discussed and are not responsible for any human or mechanical errors or omissions. The podcast content is the sole property of Destiny Family Office and may not be reproduced or redistributed in any form without the express written consent of Destiny Family Office. Copies of Destiny Wealth Partners’ current Form ADV Part 2A (Disclosure Brochure) and Form CRS, which provide additional information about advisory services and fees, are available upon request or at www.destinyfamilyoffice.com/disclosures.

    29 min
  7. 07/18/2025

    Building the Grail Portfolio Through Private Markets

    Join Tom Ruggie, ChFC®, CFP®, as he welcomes Jesse Craig, co-founder of Acquir.co and a leading authority on high-end sports card investing, for an illuminating conversation that reveals the inner workings of one of today's most dynamic alternative asset markets. With over 15 years of industry experience — including his pivotal role scaling PWCC from 14 to 180 employees before its acquisition by Fanatics — Jesse provides exclusive insights into the sophisticated world of ultra-rare trading cards, private market transactions, and collectibles as investment vehicles. Tom and Jesse dive deep into how discerning collectors and institutional investors are capitalizing on the evolving sports card landscape, exploring why premium assets from iconic athletes continue to deliver strong returns even as speculative markets face corrections. In this episode, you'll discover: Private vs. public markets: When to pursue private sales versus auction houses for maximum valueThe GOAT premium: Why cards from legendary athletes like Jordan, Messi, and Brady maintain exceptional demandStrategic portfolio building: How collectors leverage existing assets to acquire grail pieces through sophisticated funding mechanismsConcierge market services: The role of lending, anonymous bidding, and white-glove consulting in high-end transactionsSupply dynamics decoded: Understanding the critical difference between perceived scarcity and actual availability — and how it drives pricing powerAuthentication evolution: Current grading standards, market implications, and how AI technology may reshape quality assessmentCostly seller mistakes: Why bypassing expert consultation often leads to suboptimal outcomes and missed opportunitiesWhether you're an established collector, a wealth manager exploring alternative investments for clients, or an investor curious about passion assets that deliver both enjoyment and returns, this episode provides essential intelligence for navigating a market where rarity intersects with performance. The views, thoughts, and opinions expressed in this podcast belong solely to the host and/or guests and do not necessarily reflect the views of Destiny Wealth Partners, LLC or its affiliates. Nothing discussed should be construed as investment advice, an offer, solicitation, or recommendation to buy or sell any security, investment product, or strategy. Investment advisory services are offered through Destiny Wealth Partners, LLC, an SEC-registered investment adviser. Destiny Wealth Partners also conducts business under the name Destiny Family Office. Registration with the SEC does not imply any level of skill, training, or favorable outcome. This podcast and any related materials are provided for informational and educational purposes only and are not intended as a substitute for personalized investment, legal, tax, or accounting advice. Destiny Family Office is neither a law firm nor an accounting firm, and no portion of this content should be construed as legal or accounting advice. Listeners should consult their own advisors regarding their specific financial circumstances before making any investment decisions.  Discussions may include references to private, alternative, or illiquid investments. Such investments are speculative, involve a high degree of risk, may involve limited liquidity, and are not suitable for all investors. Alternative investments are intended only for investors who meet applicable eligibility requirements, such as Accredited Investor or Qualified Purchaser standards. Past performance is not indicative of future results, and no assurance can be given that any investment strategy will be successful or achieve its objectives. Any references to specific investments, strategies, or market outcomes are for illustrative purposes only and should not be assumed to be profitable or suitable for any individual or portfolio. No guarantees are made that any client or investor will experience similar results. Destiny Family Office and its affiliates make no representations as to the accuracy or completeness of the information discussed and are not responsible for any human or mechanical errors or omissions. The podcast content is the sole property of Destiny Family Office and may not be reproduced or redistributed in any form without the express written consent of Destiny Family Office. Copies of Destiny Wealth Partners’ current Form ADV Part 2A (Disclosure Brochure) and Form CRS, which provide additional information about advisory services and fees, are available upon request or at www.destinyfamilyoffice.com/disclosures.

    40 min
  8. 06/18/2025

    What Actually Moves the Needle in Tax Planning for Significant Wealth

    What truly moves the needle in tax planning when wealth reaches a certain scale? In this episode of Significance of Wealth, host Tom Ruggie, Founder and CEO of Destiny Family Office, sits down with Jason Pueschel, Founder and Managing Director of Alternative Tax Management, to explore advanced tax strategies designed specifically for high earners and families navigating significant liquidity events. Drawing on 30+ years of institutional experience, Jason breaks down his Three Pillars of Tax Strategy—capital transition planning, income tax mitigation, and tax credits—and how each can be leveraged to reduce tax exposure across real estate, private businesses, oil & gas, solar development, and more. Whether you’re preparing for a business exit, structuring a major investment, or looking to make your Roth IRA work harder, this conversation sheds light on what sophisticated tax planning really looks like. Subscribe for More Insights If you found this episode valuable, make sure to subscribe to Significance of Wealth on Apple Podcasts, Spotify, YouTube, or wherever you listen—so you never miss conversations that help you grow, protect, and purposefully use your wealth. For more on Destiny Family Office, visit destinyfamilyoffice.com. The views, thoughts, and opinions expressed in this podcast belong solely to the host and/or guests and do not necessarily reflect the views of Destiny Wealth Partners, LLC or its affiliates. Nothing discussed should be construed as investment advice, an offer, solicitation, or recommendation to buy or sell any security, investment product, or strategy. Investment advisory services are offered through Destiny Wealth Partners, LLC, an SEC-registered investment adviser. Destiny Wealth Partners also conducts business under the name Destiny Family Office. Registration with the SEC does not imply any level of skill, training, or favorable outcome. This podcast and any related materials are provided for informational and educational purposes only and are not intended as a substitute for personalized investment, legal, tax, or accounting advice. Destiny Family Office is neither a law firm nor an accounting firm, and no portion of this content should be construed as legal or accounting advice. Listeners should consult their own advisors regarding their specific financial circumstances before making any investment decisions.  Discussions may include references to private, alternative, or illiquid investments. Such investments are speculative, involve a high degree of risk, may involve limited liquidity, and are not suitable for all investors. Alternative investments are intended only for investors who meet applicable eligibility requirements, such as Accredited Investor or Qualified Purchaser standards. Past performance is not indicative of future results, and no assurance can be given that any investment strategy will be successful or achieve its objectives. Any references to specific investments, strategies, or market outcomes are for illustrative purposes only and should not be assumed to be profitable or suitable for any individual or portfolio. No guarantees are made that any client or investor will experience similar results. Destiny Family Office and its affiliates make no representations as to the accuracy or completeness of the information discussed and are not responsible for any human or mechanical errors or omissions. The podcast content is the sole property of Destiny Family Office and may not be reproduced or redistributed in any form without the express written consent of Destiny Family Office. Copies of Destiny Wealth Partners’ current Form ADV Part 2A (Disclosure Brochure) and Form CRS, which provide additional information about advisory services and fees, are available upon request or at www.destinyfamilyoffice.com/disclosures.

    31 min

Ratings & Reviews

5
out of 5
4 Ratings

About

Welcome to the Significance of Wealth podcast, where we explore the evolving landscape of wealth management, private investments, and collecting as both a passion and potential investment strategy. In each episode, host Tom Ruggie, founder and CEO of Destiny Family Office, discusses these topics with industry experts, providing insights into the unique challenges and opportunities associated with managing significant assets.