Let's move forward. Together.

Modesto “Moe” Ruggiero is the Founder and Managing Director of Ruggiero Wealth Management (RWM), a boutique advisory practice with over 35 years of experience delivering tailored financial strategies to multigenerational families, business owners, and legacy-minded clients. Under Moe’s leadership, RWM has become a trusted partner in wealth preservation, investment management, and succession planning—often serving up to four generations within the same family.

Moe is a distinguished member of the UBS Pinnacle Club, an elite recognition awarded to the firm’s top-performing financial advisors for excellence in client service and business growth.

Prior to entering the financial services industry in 1986, Moe served as a Flight Test Engineer at McDonnell Douglas in St. Louis, contributing to the U.S. Navy’s F/A-18 program. His engineering background and analytical acumen laid the foundation for his transition into wealth management, where he combines technical precision with a deeply personal approach to client relationships.

Moe is actively engaged in civic and philanthropic initiatives. He is a proud alumnus of the University of Notre Dame, where he has held leadership roles including Chair of multiple committees, President of the ND Club of Cleveland, and a member of the Alumni Association Board of Directors. He currently serves on the Board of Trustees for Cleveland Clinic Marymount Hospital.  His past community involvement includes supporting church endowment initiatives, youth tennis programs, and outreach centers for underserved populations.

Rooted in strong family values, Moe draws inspiration from his Italian heritage. He and his wife, Angela, reside in Brecksville and are proud parents of four adult children. Outside the office, Moe enjoys global travel, cycling, CrossFit, and playing bocce with family and friends.

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.

Giovanni is a First Vice President – Wealth Management with RWM. As a Financial Advisor, he works with clients to build, refine, and evolve wealth strategies that are tailored to their unique goals, circumstances, and priorities. His commitment to developing a deep understanding of each client over time, allows him to provide meaningful and personalized guidance. This includes building relationships with multiple generations of a family, to help preserve and grow wealth for the future.

Since joining UBS in 2010, Giovanni has gained extensive experience in portfolio management and financial planning analysis. This includes several years as the head of portfolio management for RWM. His background provides a comprehensive perspective when addressing the complexities of wealth planning. He holds the Certified Investment Management Analyst (CIMA) and Certified Exit Planning Advisor (CEPA) designations, and earned a BSBA in Finance from Xavier University.

A Cleveland native, Giovanni lives in Bay Village, Ohio. He enjoys travelling and staying active on the golf course and tennis courts.

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.

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.

Jennifer is an accomplished professional with a diverse background in finance and aviation, bringing a unique blend of skills and expertise to her role at UBS. She holds a Bachelor's of Business Administration in Finance from Kent State University, where she simultaneously pursued her passion for aviation, obtaining her pilot ratings and gaining extensive experience as a Flight Instructor and Charter Pilot over eight years.

With fifteen years of experience in the banking industry, Jennifer has honed her skills as a Relationship Banker, consistently delivering exceptional service and financial solutions to her clients. She holds various licenses, including Life, Health, and Variable Insurance Licenses, as well as investment licenses in Series 6, 7, 63, and 66, showcasing her commitment to professional development and comprehensive financial knowledge. Jennifer's passion for excellence, coupled with her extensive experience and dedication to her clients, positions her as a valuable asset to the UBS team.

Outside of her professional endeavors, Jennifer leads an active life with her husband, Mark, and their three children. They share a love for travel and adventure, often exploring new destinations as a family. Jennifer takes pride in supporting her children as they pursue their own careers and academic endeavors, with two already embarked on their professional journeys and the third currently attending Kent State University, majoring in Biology.

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.