Tavares, FL

2100 Lake Eustis Drive Tavares, FL 32778

(352) 343-2700


About this location

Carson Wealth Tavares is located in Central Florida 35 minutes northwest of Orlando and is led by one of the top financial advisors in the nation, Tom Ruggie, ChFC®, CFP®, who has spent more than 25 years in the financial services industry. The Tavares location has advisors and a support team dedicated to providing clients with expertise in financial planning, investment management, estate planning, risk management, trust services, compensation packages and more. The firm serves individuals, families, professionals, business owners, entrepreneurs, doctors, lawyers, educators, athletes, retirees, and select foundations. Advisors take pride in serving as their clients’ “personal CFO”, standing by them as they make important financial decisions during every stage of their lives.

Contact us

Tavares, FL Office

2100 Lake Eustis Drive

Tavares, FL 32778

Phone: (352) 343-2700

Tavares, FL Community Partnerships

The Tom & Kim Ruggie Family Foundation is helping build “community” through support of local projects that strengthen the bond of families, improve the quality of people’s lives and enhance opportunities for access to life-enriching services such as healthcare and education.

Combat Veterans to Careers (CVC) was founded in The Villages in May 2012 with the commitment to serve our nation’s combat veterans and their families. Since its inception, the not-for-profit organization has helped more than 25 veteran families in the area with education, employment, housing and wellness.

CVC has partnered with local residents, clubs, businesses, colleges and VA offices to bring combat veterans and their families “home” to a community that embraces them and provides education, understanding and meaningful employment to minimize hardships.

In addition to counseling, housing, career and educational opportunities, they provide veterans with opportunities to deliver services beyond themselves and to transition back into civilian life.

Tom and Kim Ruggie and family are proud to support the HOOPS Scholarship Fund – a non-profit 501(c) (3) started in 2011 by former NBA Player & European Champion Pat Burke and his wife Peyton. Since 2011 this Scholarship Fund has affected the lives of children in our area and awarded 286 scholarships. The organization’s mission is to utilize basketball as a vehicle for supporting our community’s youth with life challenges and providing leadership opportunities both on and off the court. HOOPS Life programs and camps introduce young people to important life skills that may help them overcome obstacles, raise self-esteem, and enhance their lives at home and school.  Funds are raised throughout the year by donations.

As the philanthropic arm of Leesburg Regional Medical Center, the LRMC Foundation, a 501 (c) (3) not-for-profit organization, provides opportunities for everyone in our community to be involved in developing the resources of Leesburg Regional Medical Center and to support those who save lives, care for new life, restore health and ensure a healthier future through research.

This philanthropic support of excellence in healthcare enhances the lives of patients, their families, their loved ones and the community. The Tom & Kim Ruggie Family Foundation and Ruggie Wealth Management are proud to support the efforts of the LRMC Foundation.

We have been touched and humbled by your outpouring of generous support for this project which has very special significance to our community and to the Ruggie Family personally. A Memorial Golf Tournament sponsored by Ruggie Wealth and David Maus in Nathan’s name was a huge success. Whether your contribution was financial, in-kind, emotional or as a volunteer, the Hayes family and Tom and Kim Ruggie and family thank you from the bottom of our hearts.

Every holiday, Ruggie Wealth staff and friends collect new toys to brighten Christmas and Hanukkah for deserving children and their families.

A Gift for Teaching connects with the Central Florida community to improve public education by providing resources and surplus materials free to teachers for their students in need. Teachers shop for necessary supplies like books, backpacks, paper, crayons, hygiene items, even new socks and underwear.

Over 60% of students in the tri-county public schools can’t afford lunch, let alone school supplies. These children, the future leaders of our community, show up to school without the tools they need to be successful.

Ruggie Wealth Management spotlighted its support for Ronald McDonald House Charities of Central Florida, which creates and supports programs that directly improve the health and well-being of children and families. Ruggie Wealth offered to match client and employee contributions up to a total of $5000 and with that $5000 contribution to the charity’s Share-A-Night Program, we were able to provide 80 nights of lodging to families of children in need of medical care.

The Ruggie Wealth team was joined by people in our community in honoring our men and women serving in the military. Personal items and snacks were gathered for shipment to remote areas where our troops don’t have access to a PX or Commissary (store on base). As you can see from the photo (which shows a few of the items donated), good things do indeed come in small packages. We are proud to honor those who serve our country.

This location is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by the individuals at this location is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives. Investment advisory services offered through RWM Asset Management, LLC, Ruggie Capital Group, Inc. and CWM, LLC, these firms are SEC Registered Investment Advisors. Carson Group Partners, a division of CWM, LLC, is a nationwide partnership of advisors. RWM Asset Management, LLC, Ruggie Capital Group, Inc. and CWM, LLC are unaffiliated investment advisory firms.