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 SCBIZ Leaders in Business & Finance Awards. CEO and Founder Dan Wagner was honored in the Wealth Advisor category, while Wealth Advisor Clay Koch was… Read more »
Wagner Wealth Management Supports Greenville County Medical Society Alliance
Wagner Wealth Management Proudly Supports Greenville County Medical Society Alliance At Wagner Wealth Management, we believe strong communities are built through service, generosity, and collaboration. That is why we are proud to serve as a corporate sponsor of the Greenville County Medical Society Alliance (GCMSA), an organization dedicated to supporting health-related nonprofit organizations throughout our… Read more »
Estate Planning Checklist
How to Organize Your Estate for a Smooth Transition By Jennifer Osgood, President, Wagner Wealth Management Published by The Greenville Blog and Stroll Magazine June 2026 Estate planning is one of the most important steps you can take to protect your family, preserve your wealth, and ensure your wishes are carried out efficiently. Yet even… Read more »
Jennifer Osgood Named to SCBIZ Top 100 Women List
GREENVILLE, SC – Jennifer Osgood, President of Wagner Wealth Management, has been named to SCBIZ’s Top 100 Women list. A Clemson graduate, Osgood began her career with Wagner Wealth in 2007 as a Wealth Advisor, and soon became Managing Partner and an equity owner. In 2023, she was named the firm’s President. In the community,… Read more »
Wagner Wealth Management’s Edwards honored by Greenville Business Magazine
Wagner Wealth Management’s Edwards honored by Greenville Business Magazine Previously published by Greenville Business Magazine, Post and Courier, The Greenville Blog GREENVILLE, SC – Mimi Edwards, Chief Operating Officer for Wagner Wealth Management, has been named an SC Women in Business Award honoree. The SC Women in Business Awards are for female entrepreneurs, executives, employees and… Read more »