Mark K.
Extremely helpful
Our kickoff call with Matt Ragone was extremely helpful. He’s very knowledgeable. He was able to answer our questions, provide additional info to guide us, and clear next steps. We’re looking forward to working with him and transferring everything over to Range to manage.
Response from RangeSep 15, 2026
Thanks Mark, this is great to hear. Matt will be glad to read it, and the whole planning pod behind him works to that same standard, so as you transfer things over you'll have the tax, investment, and estate side of your picture being looked at together. We're looking forward to getting started with you.




