Tavares, FL (PRWEB) May 26, 2010
Thomas Ruggie, President of 401K Generation and Ruggie Wealth Management was invited by LPL Financial Services to attend the second-annual Barron's "Top Independent Advisors Summit" Winner's Circle at The Ritz Carlton, Orlando, Florida, April 14-16th.
The conference is designed to facilitate a free-flowing exchange of information, ideas, and insights on best practices and winning wealth-management strategies. Mr. Ruggie was one of 73 pre-eminent independent advisors in attendance.
These industry leaders conducted workshops and panel discussions that explored issues of concern to advisors and their high-net-worth clients, including recalibrating asset allocation models, rethinking alternative investments, open and productive communications between advisors and clients, and the changing regulatory landscape.
"It was an honor to be a part of this event," said Mr. Ruggie. "This is a great testament to the terrific staff of professionals who've worked with me along the way and with whom I respectfully share this recognition."
"This summit brought together the best independent advisors in America," said Edwin Finn, editor and president, Barron's Magazine. "Such an exchange of industry wisdom is extremely important as advisors and their clients cope with the challenge of protecting capital while at the same time putting it profitably to work across a complex and growing array of assets and markets."
The "Barron's Top 100" is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in "best practices" of wealth management.
Thomas Ruggie, CEO of Ruggie Wealth Management is a Chartered Financial Consultant (ChFC®), a Certified Financial Planner™ (CFP®) and an 19-year veteran of the investment and financial planning industries. He began his career by founding Ruggie Wealth Management in 1991 to serve individuals, small businesses and nonprofit organizations. 401K Generation is part of the Ruggie Wealth Management family and offers an innovative approach to serving the increasingly complex needs of retirement plan participants everywhere.
About Ruggie Wealth Management:
Ruggie Wealth Management provides comprehensive asset management and financial planning services for individuals and businesses. Founded by Tom Ruggie, ChFC, CFP, who began his career in the investment industry in 1991, the firm represents a distinguished group of clients throughout the United States. Ruggie Wealth Management enjoys a well-deserved reputation for developing lasting client relationships, providing unbiased, research-driven financial advice and supporting other client needs through strategic alliances with experienced professionals.