We Stand Out For All The Right Reasons…

At Ragain Financial Wealth Management, we take great pride in providing our clients with world-class service. Meeting the individual needs of our clients is our chief concern, and we require our employees and our affiliates to abide by the same standard.

To ensure that every client is treated in a fair and ethical manner, we have made the following promise through our Client Bill of Rights. Rooted in this philosophy is the fact that every Ragain Financial client has both important rights and responsibilities.

Our Most Unique Feature

The most unique feature of Ragain Financial Wealth Management is the weekly client email. Many firms send their clients emails, but this is different. Our weekly email is an communication that our whole team works on each week that is specific to your portfolio. Some of the features of the email are:

  • Dividends & Interest

    Updates on Dividends and Interest you received that week with specific amounts and payers.

  • Buys & Sells

    Any Buys or Sells for the week including amount and which account.  

  • Meetings

    Updates on Investment Committee Meeting. Each week we review current holdings and explore new opportunities. We take you inside those meetings with details on what our research tells us and why we purchased or sold.

  • Conference Call Highlights

    Conference call highlights. We listen to every conference call for every holding we have. We bring that information to you along with highlights and what it means for the position.

  • RF University

    RF University. We take an investment topic and explore it in detail as a way of teaching each client not only how the markets work, but what new technologies and businesses are making an impact on the world.

  • Short & Long Term Views

    Short term/ Long term Views. We give you our insight on what we see coming in the coming weeks and reinforce our 2 year strategy.