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

financial advisors Greenville

2024 Best of the Upstate Finalist

We are proud to announce that Wagner Wealth Management is a finalist for “Best Investment Firm” in the 2024 Best of the Upstate Community’s Choice Awards. Sincere thanks to our clients, business partners, and friends who voted for us!

A New Option for 529 Plan Funds

Investing in a 529 plan is one of the most popular ways families save for their children’s education. However, what happens to the money if the beneficiary doesn’t go to college or doesn’t need the full amount in the account? Starting in 2024, the SECURE 2.0 Act has instituted a new provision that allows account… 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 »

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 »

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 »

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 »

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