News

Wagner Wealth Management named one of SC Biz News’ Inaugural 2023 Empowering Women Award Winners

Wagner Wealth Management has won an SC Biz News’ 2023 Empowering Women Award. The Empowering Women Awards are designed to showcase tangible and innovative efforts by companies, law firms, nonprofits, and other organizations to advance women in the workplace and community. Empowering Women honorees demonstrate a track record of hiring and promoting women; support programs… Read more »

Hayden Turlington Honored with Forty Under 40 Award

Hayden Turlington, a wealth advisor with Wagner Wealth Management, has been named to GSA Business Report’s Forty Under 40 list for 2024. GSA Business Report’s Forty Under 40 celebrates the success and community involvement of 40 professionals under age 40 who are making their mark on the Upstate from a mix of industry, professional, and… Read more »

A Legacy of Love: Preserving Generational Wealth

Generational wealth is more than just a financial asset; it is a legacy passed down through time, a testament to the hard work and wisdom of those who came before. Being a good steward of generational wealth is a way to turn your lifetime labors of love into acts of love that will continue long… Read more »

Letting Go of Financial Clutter

The beginning of a new year is the ideal time to let go of unnecessary financial clutter. Organizing your important documents and securely disposing of old statements, tax returns, and unneeded copies of bills can put you on the path to a more productive and prosperous 2024. Here are some simple steps to get started…. Read more »

Wagner Wealth Management voted Best Financial Planner in Post & Courier Greenville Readers’ Choice Contest

Wagner Wealth Management has won Best Financial Planner in the Post and Courier Greenville’s inaugural Readers’ Choice contest. During the voting period, more than 6,000 local Greenville County residents cast their votes for their favorite local businesses, services, spots, and more. This adds to a recent streak of Wagner Wealth and its staff members winning… Read more »

Mimi Edwards honored with SC Best In Business Bronze Award

Wagner Wealth Management’s Mimi Edwards has been honored with  a SC Best In Business Bronze Award for top Chief Operating Officer in the state. A former teacher, Edwards switched careers to the financial industry in 2015 when she joined Wagner Wealth. Since then, Edwards has obtained her Life and Health Insurance license, Series 7 and… Read more »

Inherited IRAs: A Highly Regulated Windfall

An inherited individual retirement account (IRA) can be a welcome financial windfall for the recipient, but it is also one of the most complex issues to handle when settling an estate. The gift of an inherited IRA comes with a host of rules and requirements regulating how and when beneficiaries must draw down the account…. Read more »

Strategic Philanthropy: Maximize Your Charitable Giving

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 »