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

Anderson wealth management firms

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 »

Best Buddies Champion of the Year Gala Silver Sponsor

Wagner Wealth Management is honored to be a Silver Sponsor of the Best Buddies 2023 Champion of the Year Gala. This event raised $239,000 for the Best Buddies—SC organization. Best Buddies is a national organization with state affiliates. The organization serves the intellectual and developmental disability (IDD) community, which includes, but is not limited to,… 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 »

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 »

Wagner Wealth Management Named September Small Business of the Month

The Wagner Wealth Management team was honored this month by the Greenville Chamber of Commerce. This was the second time that our firm has been the Chamber’s Small Business of the Month. Thank you to all of our partners who helped make this happen.   Read the full article here

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 »