Wagner Wealth Management Advisors Honored in SCBIZ Leaders in Business & Finance Awards GREENVILLE, SC – Two members of the Wagner Wealth Management team have been honored in the inaugural SCBIZ Leaders in Business & Finance Awards. CEO and Founder Dan Wagner was honored in the Wealth Advisor category, while Wealth Advisor Clay Koch was… 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 Named Greenville’s Best Financial Planner for Third Year
GREENVILLE, S.C. — For the third consecutive year, readers of The Post and Courier have named Wagner Wealth Management Greenville’s Best Financial Planner in the Post and Courier Greenville’s Readers’ Choice contest. More than 10,000 readers participated in this year’s voting, which featured hundreds of Upstate businesses and nonprofits. Wagner Wealth Management’s continued recognition reflects… 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 »
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 »
Dan Wagner, “Wealth of Experience”
Dan Wagner, founder and CEO of Wagner Wealth Management, was recently featured in the Greenville News Sunday Business Section. The article, titled “Wealth of Experience,” gives a glimpse into Dan’s vision for the firm, as well as the events that led him to create a unique space in the wealth management sector. Read more here:… Read more »
Wagner Wealth Spotlight: Excellence in Comprehensive Financial Planning
Wagner Wealth Management was featured in the August 2024 issue of Upstate Real Producers Magazine. The article states, “Wagner Wealth Management excels in helping high-net-worth clients and business owners navigate complex financial planning, succession, and retirement strategies. Running a successful practice based on performance and results is something that Dan [Wagner] feels his firm and… Read more »
Interest Rates Challenge Business Owners
Higher interest rates can present a significant challenge for business owners, impacting various aspects of their operations and financial health. Wealth advisors, with expertise in financial planning and investment strategies, can play a crucial role in guiding business owners through these challenging times. Here are just a few ways a wealth advisor can help a… Read more »
Wagner Wealth Management named Best in the Upstate
For the second year in a row, readers of the Greenville News have named Wagner Wealth Management as the Best Investment Firm in the Upstate. Best of the Upstate celebrates and recognizes the top people, places, and businesses that the regional community has to offer. Using a two-tiered voting system, thousands are nominated across numerous… 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 »