12+
Years in business as a team
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.
Wealth from your point of view
An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.
12+
Years in business as a team
7 person
seasoned team
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
