Ruggiero Wealth Management

Ruggiero Wealth Management is a financial planner in Cleveland, Ohio. The firm provides wealth management services, investment management, and legacy planning to multigenerational families, business owners, and legacy-minded clients. The practice maintains a 5.00 rating and focuses on delivering custom-tailored solutions to meet evolving financial goals.

The firm operates as a boutique advisory practice with a seven-person seasoned team that possesses over 180 collective years of experience. Led by Managing Director Modesto “Moe” Ruggiero, the team provides individualized attention backed by the global strength and stability of UBS. Their approach involves a framework designed to uncover what is important to clients beyond their money, organizing their financial lives to build confidence for the future. Services include estate tax planning, philanthropy education, and wealth transfer strategies to assist with succession planning and the preservation of wealth across generations.

Located on Superior Avenue East, the office is situated in Downtown Cleveland near the Cleveland Arcade and the Public Square Post Office. The business is also a short walk from the Federal Reserve Bank of Cleveland and the Reading a Garden public artwork.

The business maintains well-documented information online, ensuring their details are easily accessible to those seeking financial guidance. Their digital presence is well-optimized for clarity and ease of use.

Ruggiero Wealth Management provides dedicated financial planning and investment expertise to the Cleveland community.

Services:

• Estate Tax Strategies
• Investment Management
• Legacy Planning
• Personalized Financial Advice
• Philanthropy Education