Advice across generations
Ruggiero Wealth Management
216-736-8317
800-533-6386 ext. 8317
855-355-6034
600 Superior Ave East
27th Floor
Cleveland, OH 44114
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 planning needs with custom-tailored solutions. To achieve this, a team has been assembled with extensive experience and a complementary ideology 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. We combine financial planning with investment management and deliver it with the highest standard of personalized service. We are committed to engage each generation of your family by offering thoughtful advice and education to meet your changing goals.
Our planning 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.
Legacy planning
When planning your estate or building your legacy, our team will work with you and family members to provide education on philanthropy and wealth transfer strategies for the next generation. In that way, you can provide for future generations and charitable organizations with tax efficiency and cost-effectiveness.
“Our relationship with you will support the legacy you are creating and the footprint you choose to leave on the world.”
— Moe Ruggiero
Goals-based planning: a road map for your objectives
In today’s world, it's key to understand how all the pieces of your complex life can affect your pursuit of important financial goals. Our integrated services provide you with a clear and consistent approach to managing your wealth. This results in the construction of a comprehensive plan that serves as a road map for reaching your objectives.
“Many clients come to us because the complexity of their financial lives has outstripped their ability to manage it. Our comprehensive planning approach helps our clients better control their financial destiny.”
— Stephen Miles, CFP®
Disciplined investment management
We provide access to an open platform of premium financial solutions both within and outside of UBS. This open architecture, along with a disciplined process, ensures we develop customized strategies based on highly-focused analysis.
“Because tremendous changes continue to transform the economy, our clients trust us to help create more opportunity. We filter out a lot of the noise that can confuse even the most sophisticated investor.”
— Giovanni M. Ruggiero, CIMA®
Understanding your business
We work with a select number of private business owners who value our ability to speak knowledgeably about their professional ventures. We address the full cycle of business needs, from retirement and equity compensation plans to transitioning your company.
“You can feel confident that we understand your business challenges and the strategy we develop is based on what you and your company need.”
— Georgette Richards
Lasting relationships
We offer a team approach that puts you and your family first. Our goal is to help simplify your life with a clear and consistent approach to managing your wealth. We offer a full range of services because our aim is to build lasting relationships by being helpful in every aspect of your financial world.
“Everyone on our team understands that there are real people behind the numbers and investments who are counting on us for the exceptional, personal service that simplifies their lives.”
— Kevin P. McCarthy
Read more about our team and our approach
Modesto Ruggiero has been recognized as an industry leader.
- Forbes Best-In-State Wealth Advisors, 2020
Our perspectives
Insights