Investment Management for Retirees
& Business Owners

How We Manage Money

Our pursuit of information and commitment to client expectations drive results.

Understand Risk Tolerance

Every investor is managing risk. Using our tools and deep market experience, you will receive advice and guidance on risk and investment choices.

Retirement Solutions

Our portfolios focus on providing retirees and those nearing retirement with the income and asset allocation they need to meet their spending and lifestyle goals.

People....Not Machines

When the market ride is a little bumpy, you want to pick up the phone and call the professionals. No voicemail, no automated messages, we are real people working for you.

Investment Selection You Can Trust


Common Stock
Preferred Stock
Blue Chip
Leveraged Option

Fixed Income

Corporate Offerings

Alternate Investments

Private Equity
Gold & Silver

Christopher G. Ragain | Founder & CEO

Client Demographics

Our clients value communication & conservative management

Liquid Investments

Our clients have $750K to $5M of invested net assets.  Our firm minimum is $750K but we can make exceptions from time to time.  

Portfolio Allocation

Most of our clients have a diversified portfolio of equities and fixed income.  We DO NOT buy mutual funds or any products with front-end loads. 

Retirement Income

Our clients usually need to see stable retirement income from their portfolio month-to-month.  We are experts in dependable cash-flow.

Ragain Financial Wealth Management
27499 Riverview Center Blvd., Suite 419 Bonita Springs, FL 34134
Ph: 239.208.0374
Fax: 1.866.397.9194