Advice across generations

Family photos on shelf

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.

- Moe Ruggiero
Charts

Our planning process

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.

Pursuing your goals together

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.

  • Moe Ruggiero

    Modesto "Moe" Ruggiero, CEPA

    Managing Director–Wealth Management

    Senior Portfolio Manager

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
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    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
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    • NV
    • NY
    • OH
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    • PA
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    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.

    Moe is a member of the prestigious Chairman's Circle within UBS, a designation reserved for the firm’s most accomplished financial advisors. 

    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.

    • 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.

    • University of Notre Dame, B.S. Engineering, Aerospace
    • Senior Portfolio Manager
    • Wealth Advisor
    • Certified Exit Planning Advisor
    600 Superior Ave East
    27th Floor
    Cleveland, OH 44114
  • Stephen Miles

    Stephen Miles, CFP, CDFA

    Associate Director

    Financial Advisor

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    • AZ
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    • DE
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    Steve began his career in financial services in 1991 in Denver, CO and took the opportunity to move to Cleveland, OH in 1995. After working with financial advisors in various management positions at UBS, he joined RWM in 2012. Steve has earned the Certified Financial Planner® designation, which is recognized as the standard of excellence for competent and ethical financial planning in the wealth management industry. He focuses on financial and retirement planning through an ongoing and disciplined comprehensive process. He is proactive in incorporating all Five Pillars of wealth management (Accumulation, Growth, Preservation, Protection, and Transfer). His wholistic approach includes coordinating information with your tax and estate planning advisors. Steve and his wife, Nicole, live in Eastlake, and he has two daughters, Linsey and Sophie.  In his time away from work, Steve enjoys volunteering at the Cosgrove community center and Cleveland Food Bank.  He also donates blood regularly with the Red Cross.

        • CERTIFIED FINANCIAL PLANNER™
        • Certified Divorce Financial Analyst
        600 Superior Ave East
        27th Floor
        Cleveland, OH 44114
      • Giovanni Ruggiero Profile Photo

        Giovanni Ruggiero, CIMA, CEPA

        Vice President–Wealth Management

        Financial Advisor

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        • NC
        • NH
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        • NY
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        • UT
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        • WV

        Giovanni joined RWM in 2010. He focuses on portfolio management and investment research, as well as working with business owners on growth acceleration. He has earned both the Certified Investment Management Analyst (CIMA®) and Certified Exit Planning Advisor (CEPA®) designations.  He graduated from Xavier University and St. Ignatius High School. Outside of the office, he enjoys running and cycling, as well as spending time with his family.

          • Xavier University, BSBA Finance, International Business
          • Certified Investment Management Analyst®
          • Certified Exit Planning Advisor
          600 Superior Ave East
          27th Floor
          Cleveland, OH 44114
        • Georgette Richards Profile Photo

          Georgette Richards, FPQP

          Director

          Team Administrator

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          • FL
          • OH
          • SC

          Georgette began her career at UBS in 2000, excelling as a Client Service Associate, Operations Manager, and then Technology Specialist for the NE Ohio Region. She joined RWM in 2018 as the group’s Chief Operating Officer. Her focus is optimizing the group’s strategic capabilities through the coordination of our full suite of wealth management operations and specialists. This includes extending our business development and enhancing our first class client concierge services. She and her husband, Timothy, reside in Brunswick with their sons, Joshua and Sean. Georgette enjoys reading, skating, swimming and going on bike rides with her boys.

              • Financial Paraplanner Qualified Professional™
              • Certified Investment Management Analyst®
              • Certified Divorce Financial Analyst
              600 Superior Ave East
              27th Floor
              Cleveland, OH 44114
            • Tyner M. Haag

              Tyner Haag, CIMA

              Wealth Strategy Associate

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              • AZ
              • CA
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              • DC
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              • FL
              • GA
              • IL
              • IN
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              • MA
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              • ME
              • MI
              • MN
              • NC
              • NH
              • NV
              • NY
              • OH
              • OK
              • PA
              • SC
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              • WV

              Tyner Haag joined RWM in 2019, after graduating from the University of Dayton. He focuses on investment strategy & research for portfolio management, and financial goal analysis for the group’s financial planning.

              He has earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute, which is recognized as the peak international, technical portfolio construction program for investment professionals.

               Tyner is an alumni of Walsh Jesuit High School and now resides in Tremont with his fiancé, Sarina. Away from the office, you can find him running, traveling, and spending time with family & friends.

                • University of Dayton
                • Certified Investment Management Analyst®
                600 Superior Ave East
                27th Floor
                Cleveland, OH 44114
              • Kevin P. McCarthy

                Kevin Mccarthy

                Senior Client Associate

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                • FL
                • OH

                Kevin begin his career in financial services in 1987 and joined RWM in 2007. As a Senior Client Service Associate, he is an administrative specialist. His focus is on all of our clients' account operational services and needs. Kevin and his wife, Debra, have three children: Melissa, Jennifer and Ryan. They reside in Willowick.  The family spends time volunteering for their community and schools. They enjoy amusement parks, camping and traveling.

                      600 Superior Ave East
                      27th Floor
                      Cleveland, OH 44114

                    140+

                    Collective years of experience

                    12+

                    Years in business as a team

                    6 person

                    seasoned team


                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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