Dan Wagner, founder and CEO of Wagner Wealth Management, was recently featured in the Greenville News Sunday Business Section. The article, titled “Wealth of Experience,” gives a glimpse into Dan’s vision for the firm, as well as the events that led him to create a unique space in the wealth management sector. Read more here:… Read more »
October Is Financial Planning Month
October is Financial Planning Month. This is an excellent time to review six major personal finance areas: cash management, investment approaches, retirement preparation, protection strategies, tax management, and estate strategies. For more details, read more here: October is Financial Planning Month