Living Financial Statement
As a part of our comprehensive financial planning, we utilize the eMoney platform to help your Living Financial Statement come to life. Take control of your financial world by having all of your accounts in a consolidated view, enabling you to track your financial goals and stay on budget.
This comprehensive, personal wealth planning summary is designed to help you take inventory and assign realistic values to your personal assets and liabilities. Please fill out this form and bring it with you when you come into the office for your first meeting. Click here to download.
Firm ADV Documents
Frequently Asked Questions
A Wealth Management Advisor is one who has refined the disciplines of asset management, portfolio building and business financial planning as well as tax strategy, real estate payments, retirement plans, insurance needs and other wealth management services. He or she will also be committed to helping you reach your financial goals through careful wealth management planning.
A CERTIFIED FINANCIAL PLANNER™ Professional is an individual who has met all the qualifications of the Certified Financial Planner Board of Standards, Inc. This certification demands a comprehensive mastery of individual and business financial planning, as well as asset management, tax services, retirement planning and many other areas. To become a CERTIFIED FINANCIAL PLANNER™ Professional, one must demonstrate superior education, examination, experience and ethics.
Asset Management Companies bring added capabilities to their clients in the field of wealth management because of their ability to consolidate resources to avoid minimum investment requirements. A greater number of investing opportunities and more diversification is also possible with an Asset Management Company.
An Independent Financial Advisor is skilled in asset management as well as other wealth management services, but he or she is not representing or a part of a bank, insurance company or other financial institution. An Independent Financial Advisor offers reputable wealth management planning and can help you move towards your financial goals without the fear of receiving biased advice.
When it comes to decisions about your personal or business asset management, make sure you do your homework. You want a wealth management advisor who listens to your goals and will use his or her extensive knowledge and industry experience to help you take real steps towards those goals.
Wagner Wealth Management is different from other wealth management firms because of our unique blend of professional wealth management services and personal dedication to each and every client. Our boutique size ensures that you won’t get lost in the crowd, which enables us to focus on utilizing our team of advisors to help you reach your full potential as an investor.
At Wagner Wealth Management, we provide personal and business financial planning and services. Your needs will be addressed in an efficient and timely manner. Whether you engage us for personal or business financial services, you can rest assured that your satisfaction is our top priority.
Having advised clients whose aggregate net worth exceeds $1 billion in total holdings, a typical client for Wagner Wealth Management is diligent and goal-oriented. Our clients are also unique with a discerning eye for ways to think creatively. But most importantly, our clients are driven to find more effective methods of wealth management. That’s why they’re drawn to us.
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.