ANDERSON, S.C. — After a community-wide vote, Wagner Wealth Management has been named the Best Financial Planning Service in Anderson’s Best of Your Hometown Awards. Founded in 2007, Wagner Wealth Management specializes in customizing financial strategies for high-net-worth individuals and companies. By working closely together, they help their clients meet their personal and professional goals…. Read more »
Dan Wagner Named One of SC’s Most Influential Leaders
GREENVILLE, S.C. — Merging a career of business acumen, civic involvement, and mentoring, Dan Wagner was honored this week as one of the Most Influential Leaders in South Carolina by SC Biz News. Honorees were selected based on professional experience, community involvement, and a commitment to inspiring change. Information was gathered from nominations, applications, and… Read more »
Time to Revisit Your Retirement Strategy
Does Your 401(k) or 403(b) Plan Need Attention? By Clay Koch, Wealth Advisor, Wagner Wealth Management Previously published on The Greenville Blog One of the most powerful vehicles in your financial arsenal is your employer-sponsored retirement plan. Whether you have a 401(k), 403(b), or both, now is the perfect time to review your contributions,… Read more »