“An investment in knowledge pays the best interest.” – Benjamin Franklin


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 »

2023 Best of the Upstate Finalist

We’re a finalist for “Best Investment Firm” in the 2023 Best of the Upstate Community’s Choice Awards. Sincere thanks to our clients, business partners, and friends who gave us their vote!

Big Picture Retirement Planning

Traditionally, retirement planning focuses on the financial aspects of leaving the workforce. Much time and effort are spent examining our savings and investments to ensure we can retire by a certain age. Perhaps you’re already planning for how and when you will retire. But are you prepared for what you will do when that day… Read more »

529 Plans

May 29 is 529 College Savings Day, a day to raise awareness about the value of planning and saving for the rising cost of education with 529 plans. One of the main advantages of a 529 plan is the ability to grow savings for educational expenses tax-free. Read the full article here: https://wagnerwealthmanagement.com/wp-content/uploads/2023/06/May_2023_529-Article.pdf