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.
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.
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.
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.
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.
– Dan Wagner
Required Minimum Distributions: Understanding the rules, deadlines, and tax implications of RMDs By Clay Koch, Wealth Advisor, Wagner Wealth Management Previously published by Stroll Magazine August 2026 For investors entering...
GREENVILLE, S.C. — Wagner Wealth Management has been named the Best Investment Firm in the Upstate for the fourth consecutive year in The Greenville News' Best of the Upstate Official...
Year-Round Tax Strategies for High-Net-Worth Families and Business Owners By Angela Gravley, Director of Accounting, Wagner Wealth Management Previously published in Stroll Magazine July 2026 For many individuals, tax planning...
Wagner Wealth Management Advisors Honored in SCBIZ Leaders in Business & Finance Awards GREENVILLE, SC – Two members of the Wagner Wealth Management team have been honored in the inaugural...
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P: (864) 236-4706
F: (864) 236-4707
Our Greenville branch is located off of Verdae in the center of Hollingsworth Park
3 Legacy Park Road, Suite A
Greenville, SC 29607
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P: (864) 231-5494
F: (864) 231-5495
Our Anderson branch is located across from the Bleckley Inn.
301 South McDuffie St.
Anderson, SC 29624
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