The right moves for your financial future

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

Architect at drawing table

Modesto "Moe" Ruggiero, CEPA

Managing Director–Wealth Management

Modesto “Moe” Ruggiero is founder of Ruggiero Wealth Management (RWM). For more than 35 years he has led a boutique team which helps families manage their wealth, businesses, and legacies. Due to the trust that Moe has cultivated over the years, as many as four generations of the same family have relied on RWM for their financial, investment management, and succession planning needs.

Before entering the financial services industry in 1986, Moe worked at McDonald Douglas in St. Louis as a Flight Test Engineer on the F-18 Navy flight test program. During his travels, he became interested in studying business. This, combined with his desire to interact and help people more directly, led him to redirect his analytical skills to pursue a career in wealth management.

He is active in the community and is deeply involved with his alma mater, the University of Notre Dame, where he has chaired various committees. Currently, he is on the scholarship committee. He served on the University of ND’s Alumni Association Board of Directors and also as president of the ND Club of Cleveland. Most recently, he joined the Cleveland Clinic Marymount Hospital Board of trustees and St. Vincent Charity’s Spine and Orthopedic Institute Leadership Council. In the past, he has helped many community service organizations, including a church endowment fund, an inner-city junior tennis league, and a center dedicated to helping impoverished residents.

Family is extremely important to all the Ruggieros. Moe’s parents emigrated to America from Italy. He and his wife, Angela, have four grown children and live in Brecksville with their dog.  Moe enjoys traveling, bicycling, CrossFit workouts, and playing bocce with family and friends.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NV
  • NY
  • OH
  • OK
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • WA
  • WI
  • WV

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • BS Engineering, Aerospace, University of Notre Dame

Credentials

  • Wealth Advisor
  • Senior Portfolio Manager
  • Certified Exit Planning Advisor
600 Superior Ave East
27th Floor
Cleveland, OH 44114
  • (216) 736-8317

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Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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