Advance and Protect

The world has changed. Shouldn’t your investment strategy?

We believe buy and hold is not a prudent investment strategy. Instead, Ruggie Wealth Management’s Advance & Protect Strategy takes a pro-active rather than reactive approach to investment. Instead of simply buying investments and holding them in the hope they will keep rising in value, we carefully watch the markets and conduct research daily to try to spot trends early. That allows us to alter the make-up of portfolios if we believe conditions are going to change.