Your Team of Experts

We’ve been reminded repeatedly in recent years that navigating financial markets is not an easy task. Additionally, the intricacies of building a plan that takes into account investments, estate planning, tax strategies, wealth protection and preservation and other components can make coordinating your financial life a difficult job.

We take great care in assembling a team of financial professionals who will work in concert to make sure all aspects of your financial life are being addressed.



Paul C. Ragone-President, Wealth Manager

Paul C. Ragone is the founder and President of Ragone Wealth Management. Paul has over 15 years of experience as a financial advisor and is an Accredited Wealth Management Advisor (AWMA) and also an Accredited Asset Managment Specialist, (AAMS). Paul emphasizes client education and communication, which helps eliminate much of the distractions most investors face each day. Paul graduated the University of Tennessee and is married with two children. 

 

Jessica Stabile-Marketing Communications Director

Jessica joined Ragone Wealth Management in early 2011 and is the Marketing Communications Director. Jessica is a graduate of the University of Tennessee. 

 

 

 


Wealth Advisory Team

In addition to our wealth advisory services, your team may include:

  • Certified Public Accountant
  • Estate Attorney
  • Insurance Specialist

Depending on your needs we may bring in other experts and planning professionals, such as a Valuation Specialist or a Charitable Giving Specialist, to address specific issues.

We will coordinate each professional’s individual expertise and incorporate their recommenda- tions into your wealth plan as appropriate. We can also integrate any of your current financial professionals into our team approach.

Having your own team of experts working closely together helps maximize the effectiveness of your plan and makes sure it stays in synch, with every item properly addressed. 



Our Partners

To offer our clients the highest level of investment strategies and services, we have partnered with investment companies who share our philosophy. 
 

Loring Ward

 



For almost two decades, Loring Ward has provided portfolio management and back-office services to a select group of America's most knowledgeable and successful independent financial advisors and their clients. These services include client reporting, portfolio management, operational processing, securities trading, and educational and training support. 

Loring Ward's support services allow advisors to spend more time working with clients and less time dealing with the day-to-day management of operational details. Ragone Wealth Management receives Loring Ward's highest level of service including a dedicated administrative team assigned to servicing the needs of our firm and our clients. Loring Ward is headquartered in San Jose, California.

The video below, reviews the importance of Loring Ward’s investment committee. Our clients benefit from this partnership with Loring Ward through increased research from their investment committee which includes Nobel Prize Laureate, Harry Markowitz, and nationally recognized behavioral finance expert, Meir Statman..
 


 

Dimensional Fund Advisors

 

 

Dimensional Fund Advisors is a leader in developing asset class portfolios for institutional investors and independent investment advisors. Dimensional's mutual funds are designed to meet the needs of professional investors, and the firm's resources are devoted to improving these strategies wherever possible. 

Fund shares are not available directly to individuals but are limited to clients of a select group of financial firms like Ragone Wealth Management. Our relationship with Dimensional is long-standing and based on shared views about how capital markets work and how best to provide clients with a successful investment experience.

Dimensional's investment strategies are supported by extensive historical research, which documents a reward for taking risk. Since the firm was founded in 1981, Dimensional has continued to work with some of the world's leading financial economists to develop and enhance its strategies.


Charles Schwab Advisors

 

 


Schwab Institutional is a pioneering firm with a long history of working exclusively with independent financial advisors. Schwab is the largest provider of dedicated custodial services to the independent investment advisor community, and offers investors a variety of advantages such as the convenience of local branches, specialized institutional trading, banking, trust and pension services, cash management tools, and 24-hour online account access.

Schwab provides cost-efficient access to the wealth management and investment products our clients need, with the financial safety and security that is crucial in today's economic environment. Schwab is also a leader in technological innovation, which allows us to manage portfolios with efficiency and precision.


 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck