Charitable giving is an important part of life for many individuals. Intentional and responsible philanthropy is a way to promote values, leave a lasting legacy for future generations, and provide deeper meaning and purpose to your financial wealth. Charitable giving can also be a valuable part of an overall financial plan. Read the full article… Read more »
Jennifer Osgood named President and Equity Partner
Join us in extending a hearty “Congratulations” to Jennifer Osgood who has officially been named President and Equity Partner with Wagner Wealth. Jennifer consistently goes above and beyond for our clients and her behind-the-scenes work is worthy of recognition. Dan Wagner continues in his role as CEO and Managing Partner, providing the top-notch service and… Read more »
Navigating Through Volatile Markets
Volatile markets, while not unusual, can cause uneasiness for many investors. The ability to prepare and react with market swings is key to keeping your cool and protecting your portfolio. By consulting historical data, trends, and prior successes, you can form a plan to withstand market volatility. With the right strategy and mindset, you can… Read more »
Wagner Wealth Management Named September Small Business of the Month
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Wagner Wealth Management’s Turlington named to Best and Brightest List
Wagner Wealth Management’s Hayden Turlington has been named to Greenville Business Magazine’s Best and Brightest 35 and Under list. This annual list highlights the young professionals who are making a difference in the business world and in the community. Turlington joined Wagner Wealth Management in 2022 and has enjoyed serving clients across the Upstate as… Read more »
Small Business Retirement Plans
For many small business owners, running an enterprise has endless day-to-day demands. As such, planning for retirement falls low on the priority list. Some small business owners view the business itself as their retirement plan, assuming the business’s eventual sale will fund their non-working years. This is a risky prospect, as a poorly timed market… Read more »
Business Succession Planning
If you’re a business owner, you’ve likely poured your heart and soul into your business, and it’s hard to imagine how it will go on without you. However, odds are that the business you’ve worked so hard to create will be owned by someone else in the future. You will either give up the helm… Read more »
Wagner Wealth Management named Best of the Upstate
Greenville News readers have named Wagner Wealth Management Best Investment Firm in the Upstate. Best of the Upstate celebrates and recognizes the top people, places, and businesses that the regional community has to offer. Using a two-tiered voting system, thousands are nominated across numerous categories. For almost two decades, Wagner Wealth Management has specialized in… Read more »
Wagner Wealth Management hires Erin Brown as new wealth planner
Wagner Wealth Management team has added experienced Wealth Planner Erin Brown to its team. Brown comes to Wagner Wealth Management from Huddleston & Associates where she worked as a Financial Planning Specialist for six years. She earned a degree in business administration with a concentration in personal finance from Winthrop University. As a Wealth Planner,… Read more »
Small Business Owners and Wealth Advisors
As a small business owner, the decisions you make at work directly affect the success of your business, your family members and the employees who work for you. It’s imperative to be well informed about how to maximize your company’s growth potential and secure your future, both personally and professionally. Read the full article here:… Read more »