$950MM AUM | $7.8MM Rev in
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.