Higher interest rates can present a significant challenge for business owners, impacting various aspects of their operations and financial health. Wealth advisors, with expertise in financial planning and investment strategies, can play a crucial role in guiding business owners through these challenging times. Here are just a few ways a wealth advisor can help a… Read more »
Wagner Wealth Management named Best in the Upstate
For the second year in a row, readers of the Greenville News have named Wagner Wealth Management as the Best Investment Firm in the Upstate. Best of the Upstate celebrates and recognizes the top people, places, and businesses that the regional community has to offer. Using a two-tiered voting system, thousands are nominated across numerous… Read more »
Clay Koch Joins Wagner Wealth Team
Wagner Wealth Management has added an experienced wealth advisor, Clay Koch, to its team. A College of Charleston graduate, Koch brings more than nine years of experience in the financial services industry. He holds Series 7, Series 65, Series 66, and Life and Variable Annuity Insurance licenses, which he obtained while still in college. Outside… Read more »
Starting a Roth IRA For A Teen
Want to give your child or grandchild a great financial start? A Roth IRA might be a choice to consider. There are many reasons why starting a Roth IRA for a teenager may be a sound financial strategy. Read on to learn more about how doing this may benefit both of you. Starting a Roth IRA… Read more »