GREENVILLE, S.C. — Wagner Wealth Management has been named the Best Investment Firm in the Upstate for the fourth consecutive year in The Greenville News’ Best of the Upstate Official Community’s Choice awards. The annual Best of the Upstate awards recognize the region’s top businesses, organizations, and professionals through a community-wide nomination and voting process…. Read more »
Year-Round Tax Strategies for High-Net-Worth Families and Business Owners
Year-Round Tax Strategies for High-Net-Worth Families and Business Owners By Angela Gravley, Director of Accounting, Wagner Wealth Management Previously published in Stroll Magazine July 2026 For many individuals, tax planning begins in early spring and ends with a signature on a return. But for high-net-worth families and business owners, the most effective tax strategies are… Read more »