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 »
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 »
Helping Grandchildren Pay for College: Smart Strategies for Affluent Families
Investing in the Future: Helping Fund Your Grandchildren’s Education By Jennifer Osgood, President, Wagner Wealth ManagementPreviously published by The Greenville Blog For many families, legacy isn’t just about leaving behind wealth—it’s about creating opportunity. Among the many ways you might use your wealth to provide opportunities for future generations, helping fund your grandchildren’s education is… Read more »
Wagner Wealth Management honored as Best of the Upstate
GREENVILLE, S.C. — For the third year in a row, Wagner Wealth Management has been honored as the top investment firm in the Upstate, according to the readers of The Greenville News. Best of the Upstate celebrates and recognizes the top people, places, and businesses the regional community offers. Using a two-tiered voting system, thousands… Read more »
Put Your RMD to Work
Generally, beginning at age 73, retirement account holders must take Required Minimum Distributions (RMDs) from their tax-deferred retirement accounts, including Traditional, Rollover, SEP, and SIMPLE IRAs and employer sponsored retirement plans. These distributions are subject to federal, and sometimes state, income taxes. RMDs are not optional. If you don’t take your RMD, or take out… 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 »
Wagner Wealth Management’s Clay Koch named to GSA’s Forty under 40
Clay Koch, a wealth advisor with Wagner Wealth Management, has been named to GSA Business Report’s Forty Under 40 list for 2025. 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 »
10 Habits of Financially Successful People
By February, most people have moved on from their New Year’s resolution. Whether or not your New Years’ Resolutions are still going strong, there are certain items to consider each year to keep you financially strong. We’ve compiled a list of 10 habits made by financially successful people. Read more here: Ten Habits of Financially… Read more »
Wagner Wealth Management earns Best Financial Planner honor
GREENVILLE, S.C. — More than 7,000 people voted in a poll that named Wagner Wealth Management the Best Financial Planner in the Greenville area. This is the second year in a row that Wagner Wealth Management has taken home a Greenville’s Readers’ Choice award from The Post and Courier. This latest honor comes after Wagner… 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 »