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best wealth advisors Greenville

Financial Planning: A Proactive Approach

In the ever-evolving landscape of personal finance, having a comprehensive and up-to-date financial plan is crucial for long-term financial success. A financial plan is not a one-time document; rather, it should be a dynamic roadmap that adapts to changes in your life, goals, and the broader economic environment. Regularly updating your financial plan is a… Read more »

Market Timing: Predicting the Unpredictable

Market timing is a strategy that uses predictive methods to move investment money in or out of a financial market or to switch funds between asset classes. Whether successful market timing is possible is a matter for debate, though nearly all market professionals agree that doing so is a difficult and time-consuming task. Read the… Read more »

Wagner Wealth Management’s Osgood Named to 2024 Women of Influence

Jennifer Osgood, the President of Wagner Wealth Management, has been named to GSA Business Report’s 2024 Women of Influence list. A Clemson University alum, Osgood is a licensed Wealth Advisor with more than 20 years of experience in banking and financial services. She was instrumental in the founding of Wagner Wealth Management in 2007.  She… Read more »

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 »

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 »

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 »

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 »

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