A DESTINY WEALTH PARTNERS FIRM

Savannah, GA | (912) 224-3069

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  • We’re excited to announce our partnership with Destiny Wealth Partners!

    Two great firms. One great future.

    Your relationship with us stays the same AND we increase our bench strength, services, infrastructure and access to evolving technology, which makes this a win/win/win.

  • Your money helps shape the world. Does your investment strategy align with your life values?

    Individuals and families, businesses and foundations come to us to develop, manage, and execute customized wealth strategies for them now and for the future to help make the impact they desire.

  • The question isn’t just “At what age do I want to retire?”

    Your health, wealth and happiness in retirement are a function of many things. Our advisors use our WealthCare Retirement Scorecard to help you measure where you are and where you ideally want to be in 10 areas vital to your financial health and comfort in retirement.

  • A steady hand at the helm: experience counts.

    Part of your advisor’s value is the perspective gained from working with other clients.  Kimberly C. Good has more than three decades of experience, which has given her a clear understanding of the important balance between the long-term view and short-term view in determining which investment options are the best fit for your financial future.

  • We’ve come together. You come first.

    Based in Central Florida, Destiny Wealth Partners provides portfolio management, consulting, financial planning, retirement planning, and investment supervisory services  through our family of firms: Ruggie Wealth Management, Destiny Family Office, Edge 401(k) Solutions and our newest partner KCG Investment Advisory Services. As independent registered investment advisors, we put your interests ahead of our own, wherever you touch our brand family,

  • Destiny Private Trust

    We are excited to announce we have expanded our trust solutions for clients whose financial, family or business needs require the services of a corporate trustee, with the launch of Destiny Private Trust, a Trust Representative Office of National Advisors Trust Company (NATC).

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KCG helps you plan for the impact YOU want to make

KCG Investment Advisory is an independent, fee-only Registered Investment Advisory firm, led by 30-year financial services veteran Kimberly C. Good, ChFC®, CFP®, CIMA®.

She and her team manage individual and corporate wealth, as well as the assets of select endowments and foundations, and take the time to understand you, your needs, and the impact you wish to make.

Kimberly takes the firm’s fiduciary responsibility very seriously, which means decisions are made with your best interests in mind, and with a commitment to the highest standards of integrity and care. As a Destiny Wealth Partners firm, KCG Investment Advisory offers a broad range of services and products to help you achieve your financial goals, including an affiliated wealth management firm with three offices in Florida, a 401(k) firm and Destiny Family Office for high net worth and ultra-high net worth clients.

Our team looks beyond traditional wealth management to help you identify and measure where you are and where you want to be using key indicators that are vital to your financial health and comfort. We then customize your financial plan specifically for you. Our unique process encourages the development of relationships that allow us and your other trusted advisors to all work together on your behalf.

The collective wisdom of our relationships continues to define our team, and we believe this knowledge has led to the national recognition of Destiny Wealth Partner’s Founder Tom Ruggie, ChFC®, CFP®, by financial industry leaders including Barron’s, Forbes/Shook Research and the Financial Times, as well as Tom’s selection to the Forbes Finance Council. (See our disclosures page for criteria and methodology used for each recognition.)

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