Our Process

At Wagner Wealth Management, we know each and every one of our clients personally. We take the time to understand who our clients are, what their needs are, how their businesses operate, and what goals they want to achieve in life as well as financially. We don’t use a one size fits all approach; our wealth management strategies are tailored individually to fit each client and their specific situation. We’ve learned to diversify our strategies and combine our knowledge with our clients’ needs to overcome challenges.

Our Firm

Our wealth management firm has helped successful individuals and businesses continue to manage their wealth with smart, well thought out investment strategies. We focus on creating and benchmarking a comprehensive wealth strategy including, but not limited to, asset management, tax strategy, business financial planning, business succession planning, asset allocation, real estate, private equity, investment banking, retirement plans, and insurance needs so that we can create, develop and service all your wealth management needs. We have advised clients whose aggregate net worth exceeds $1 billion in total holdings, and we know what it takes to manage your wealth when the stakes are high.

We are proud of our strong relationships with other knowledgeable advisors to the affluent market – we work closely with some of the nation’s finest professionals.


The Wagner Way



World Class Service


Wagner Wealth Management will strive for communications that are clear and concise. If you have a question, it is our responsibility to answer your question, and if necessary, help you to understand the answer.

All interactions with Wagner Wealth Management will be timely, precise and promptly completed. We strive to perform portfolio transactions in a timely manner, at the best available price, and with prompt third party confirmation.

You are entitled to a high level of proactive, courteous wealth management service from all associates at Wagner Wealth Management.

As your trusted advisor, Wagner Wealth Management is committed to returning calls by the end of each business day. Should a request require additional research, our team will set a clearly defined time frame for redress.

Timely Information


Trusted Advice

You have the right to be communicated to in a timely manner. As your trusted advisor, our goal is to provide you with information before the question arises, regardless of the medium used.

Our wealth management team operates under the strictest levels of confidentiality with all information provided to Wagner Wealth Management. Wagner Wealth Management will protect information to the highest standards outlined by SEC, FINRA, state and regulatory agencies.

Your wealth advisor will develop a personal relationship with you through insightful communication highlighting our core beliefs, investment outlook and management philosophy. We will present portfolio reviews annually or as often as necessary, and be available to answer questions as they arise.