Overview

Four offices, 3 in Central Florida (Winter Park, Tavares, The Villages) and one in Savannah, GA.
Destiny Wealth Partners is our RIA, which is the umbrella for DBA's: Destiny Family Office, Ruggie Wealth Management, Destiny Private Trust, KCG Investments, The Destiny Alternative Fund and Destiny Co-Investment Opportunities.
We are currently pushing $1B in AUM.
Looking for firms who would culturally align and complement with our client-centric, planning focused practice.
Ideal firm is 1-5 advisors, with at least 10-years in the business, who would benefit from a larger firm focusing on the high net worth space.

Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...