Clay Koch Named to SCBIZ Emerging Leaders Previously published by The Post and Courier and UpstateBiz SC GREENVILLE, SC – Clay Koch, a wealth advisor with Wagner Wealth Management, was recently honored as one of the leading young professionals in South Carolina. Previously known as Forty Under 40, SCBIZ’s Emerging Leaders Under 40 is the next evolution… Read more »
Jennifer Osgood Named to SCBIZ Top 100 Women List
GREENVILLE, SC – Jennifer Osgood, President of Wagner Wealth Management, has been named to SCBIZ’s Top 100 Women list. A Clemson graduate, Osgood began her career with Wagner Wealth in 2007 as a Wealth Advisor, and soon became Managing Partner and an equity owner. In 2023, she was named the firm’s President. In the community,… Read more »
Dan Wagner Named Leader in Finance by SC Biz News’ Inaugural SC 500 List
Dan Wagner Named Leader in Finance by SC Biz News’ Inaugural SC 500 List Wagner Wealth Management is proud to congratulate Founder and CEO Dan Wagner, who has been recognized as a leader in the finance industry by SC Biz News as part of its inaugural South Carolina 500 (SC 500) List. The South Carolina… Read more »
Wagner Wealth Management brings home four SC Best in Business Awards
Wagner Wealth Management earns four SC Best in Business Awards GREENVILLE, S.C. — Wagner Wealth Management was honored with four 2025 South Carolina Best in Business Awards this week. Nominated and voted on by the public, the firm received two Gold Awards for Best Company of the Year and Best Financial Brokerage Firm while also… Read more »
Tax-Loss Harvesting: Turning a Negative into a Positive
Tax-Loss Harvesting: Turning a Negative into a Positive By Jennifer Osgood, President, Wagner Wealth Management Previously published in Stroll Magazine November 2025 Conventional investing wisdom is to buy low and sell high. But investing is about more than chasing market gains—it’s also about managing taxes wisely. One powerful, yet often overlooked, strategy is tax-loss harvesting. By… Read more »
What to Do with a Forgotten 401(k)
What to Do With a Forgotten 401(k) How to Reclaim and Maximize Lost Retirement Savings By Jennifer Osgood, President, Wagner Wealth Management Have you ever changed jobs and left behind a 401(k) account? If you’re a successful professional or entrepreneur with a long career, there’s a good chance you have at least one forgotten 401(k)… Read more »
Wagner Wealth Wins Best Financial Planning Services in Anderson
ANDERSON, S.C. — After a community-wide vote, Wagner Wealth Management has been named the Best Financial Planning Service in Anderson’s Best of Your Hometown Awards. Founded in 2007, Wagner Wealth Management specializes in customizing financial strategies for high-net-worth individuals and companies. By working closely together, they help their clients meet their personal and professional goals…. Read more »
Dan Wagner Named One of SC’s Most Influential Leaders
GREENVILLE, S.C. — Merging a career of business acumen, civic involvement, and mentoring, Dan Wagner was honored this week as one of the Most Influential Leaders in South Carolina by SC Biz News. Honorees were selected based on professional experience, community involvement, and a commitment to inspiring change. Information was gathered from nominations, applications, and… Read more »
Preparing for the Unforeseen
Life is full of unforeseen events, and envisioning what happens after you pass away isn’t easy for anyone. However, ensuring that your loved ones have access to essential financial information can provide a measure of comfort during a very unsettling time. By organizing your affairs in advance and sharing that information with your loved ones,… Read more »
Financial Tasks to Take Off Your To-Do List
When it comes to your finances, sometimes doing nothing is the best thing to do. Financial to-do lists are plentiful, and while it is always smart to check on the rules around charitable giving or set financial goals to follow, knowing what to skip can be just as important. Consider this list of suggestions for… Read more »