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.
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.
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
Gold & Silver
Our clients value communication & conservative management
Our clients have $750K to $5M of invested net assets. Our firm minimum is $750K but we can make exceptions from time to time.
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.
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