Dan Wagner Named Leader in Finance by SC Biz News’ Inaugural SC 500 List Wagner Wealth Management is proud to congratulate Founder and CEO Dan Wagner, who has been recognized as a leader in the finance industry by SC Biz News as part of its inaugural South Carolina 500 (SC 500) List. The South Carolina… Read more »
Wagner Wealth Named Greenville’s Best Financial Planner for Third Year
GREENVILLE, S.C. — For the third consecutive year, readers of The Post and Courier have named Wagner Wealth Management Greenville’s Best Financial Planner in the Post and Courier Greenville’s Readers’ Choice contest. More than 10,000 readers participated in this year’s voting, which featured hundreds of Upstate businesses and nonprofits. Wagner Wealth Management’s continued recognition reflects… Read more »
Navigating Market Cycles with Confidence
Navigating Market Cycles with Confidence: Why Diversification Still Matters By Jennifer Osgood, President, Wagner Wealth Management Previously published on The Greenville Blog and in Stroll Magazine January 2026 For many investors, it can be tempting to make investment decisions based solely on what performed well last year. Perhaps a particular sector surged, a technology trend took… Read more »