BUILD GROW PRESERVE

Because we expect the relationships we pursue to extend over many years, we’re singularly committed to adding significant value to every handshake, every meeting and every client’s goals and aspirations.

Wagner Wealth Management addresses our client’s complex needs from a team perspective.
Our unique boutique approach allows us to utilize multiple Advisors whose specialized areas of concentration aim for a thorough and complete financial plan.

 

BUILD.

We know you’ve worked hard to build your wealth. Our wealth advisors will work with you to assess your current financial situation and provide constructive feedback. Part of our assessment includes learning your personal and professional goals for the present and for the long term. We will discuss your current investment strategies and risk comfort levels. Together, we will build a plan that will serve as the roadmap to meeting your financial goals.

GROW.

When you are successful, so are we. At Wagner Wealth Management, we strive to establish lasting relationships with our clients. We recognize that personal goals and market conditions are constantly changing. It is our desire to stay nimble and respond to those changes alongside our clients. Maintaining strong client relationships allows our wealth advisors to make small corrections on a regular basis, ultimately staying on course for success.

PRESERVE.

Wealth management is a constant work in progress, requiring vigilance and care. Even if you are comfortable with your financial situation, protecting your progress is our focus. Our wealth advisors regularly assess your portfolio to identify risks and ensure you are on track to meet your goals. Further, as part of our client-manager relationship, we work with you to preserve your wealth for loved ones or as part of a business succession plan.

“We are here to help you plan and reach your financial goals and support the community in which we serve.”

– Dan Wagner

For the latest information on our firm, click here to view our CRS Form.

Latest News & Resources

Hayden Turlington Honored with Forty Under 40 Award

February 21st, 2024

Hayden Turlington, a wealth advisor with Wagner Wealth Management, has been named to GSA Business Report's Forty Under 40 list for 2024. GSA Business Report’s Forty Under 40 celebrates the...

A Legacy of Love: Preserving Generational Wealth

February 15th, 2024

Generational wealth is more than just a financial asset; it is a legacy passed down through time, a testament to the hard work and wisdom of those who came before....

Letting Go of Financial Clutter

January 5th, 2024

The beginning of a new year is the ideal time to let go of unnecessary financial clutter. Organizing your important documents and securely disposing of old statements, tax returns, and...

Wagner Wealth Management voted Best Financial Planner in Post & Courier Greenville Readers' Choice Contest

December 22nd, 2023

Wagner Wealth Management has won Best Financial Planner in the Post and Courier Greenville’s inaugural Readers’ Choice contest. During the voting period, more than 6,000 local Greenville County residents cast...