Tuition Gift Tax Exclusion A Smart Way to Fund College By Jennifer Osgood, President, Wagner Wealth Management Previously published in Stroll Magazine (October 2026) For many affluent families, supporting a child or grandchild’s education is about more than paying tuition; it’s about creating opportunities while thoughtfully transferring wealth. With college costs continuing to rise, many… Read more »
Wagner Wealth Management Sponsors Cliffs Valley Ladies Golf Association Golf Tournament Benefiting Jasmine Road
Wagner Wealth Management Sponsors Golf Tournament Benefiting Jasmine Road GREENVILLE, S.C. — September 14, 2026 — Wagner Wealth Management was proud to sponsor the Cliffs Valley Ladies Golf Association’s annual golf tournament, held September 3 at The Cliffs Valley Golf Course. The event raised $58,000 to benefit Jasmine Road, a Greenville-based organization providing long-term residential… Read more »
Financial Advisor vs. Wealth Advisor: How to Choose
Financial Advisor or Wealth Advisor? How to Choose the Right Financial Professional By Jennifer Osgood, President, Wagner Wealth Management Previously published in Stroll Magazine September 2026 When it comes to managing your finances, partnering with a trusted professional can provide peace of mind and help you stay focused on your long-term goals instead of constantly… Read more »
Clay Koch of Wagner Wealth Management Named to Best & Brightest 35 and Under
Clay Koch of Wagner Wealth Management Named to Best & Brightest 35 and Under Published previously by UpstateBiz SC and The Greenville Blog GREENVILLE, SC – Clay Koch, a wealth manager with Wagner Wealth Management, has been awarded one of South Carolina’s most respected honors for young professionals Greenville Business Magazine annually honors the Best… Read more »
Required Minimum Distributions
Required Minimum Distributions: Understanding the rules, deadlines, and tax implications of RMDs By Clay Koch, Wealth Advisor, Wagner Wealth Management Previously published by Stroll Magazine August 2026 For investors entering their 70s, the focus shifts from making contributions to tax-deferred retirement accounts to taking mandatory withdrawals from them. That’s because the government requires retirees to… Read more »
Wagner Wealth Management Named Best Investment Firm in the Upstate
GREENVILLE, S.C. — Wagner Wealth Management has been named the Best Investment Firm in the Upstate for the fourth consecutive year in The Greenville News’ Best of the Upstate Official Community’s Choice awards. The annual Best of the Upstate awards recognize the region’s top businesses, organizations, and professionals through a community-wide nomination and voting process…. Read more »
Year-Round Tax Strategies for High-Net-Worth Families and Business Owners
Year-Round Tax Strategies for High-Net-Worth Families and Business Owners By Angela Gravley, Director of Accounting, Wagner Wealth Management Previously published in Stroll Magazine July 2026 For many individuals, tax planning begins in early spring and ends with a signature on a return. But for high-net-worth families and business owners, the most effective tax strategies are… Read more »
Wagner Wealth Management Advisors Honored in SCBIZ Leaders in Business & Finance Awards
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 »
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 »
Wagner Wealth Management’s Edwards honored by Greenville Business Magazine
Wagner Wealth Management’s Edwards honored by Greenville Business Magazine Previously published by Greenville Business Magazine, Post and Courier, The Greenville Blog GREENVILLE, SC – Mimi Edwards, Chief Operating Officer for Wagner Wealth Management, has been named an SC Women in Business Award honoree. The SC Women in Business Awards are for female entrepreneurs, executives, employees and… Read more »