151+
Collective years of experience
While investing is the foundation and key component of our work, Ruggiero Wealth Management strives to impact our clients' lives and futures beyond investing. With this in mind, the team feels it is essential that clients have a knowledgeable and responsive ally to address their overall financial and legacy planning needs with custom-tailored solutions. To achieve this, we assembled a highly experienced multigenerational team with complementary ideologies focused on providing a high level of service.
As your dedicated advisors, we provide the individualized attention of a boutique team backed by the strength and stability of UBS, one of the leading wealth management firms in the world. The team combines financial and legacy planning with investment management and delivers it with the highest standard of personalized service. The team is committed to engage each generation of your family by offering thoughtful advice and guidance to meet your evolving goals.
Our relationship with you will support the legacy you are creating and the footprint you choose to leave on the world.
A 4-step disciplined process
No matter what phase of life you are in or the complexity of your financial needs, we offer a disciplined process designed to work with you right now.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
151+
Collective years of experience
12+
Years in business as a team
7 person
seasoned team
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager