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

Greenville Wealth Advisors

Starting a Roth IRA For A Teen

Want to give your child or grandchild a great financial start? A Roth IRA might be a choice to consider. There are many reasons why starting a Roth IRA for a teenager may be a sound financial strategy. Read on to learn more about how doing this may benefit both of you. Starting a Roth IRA… Read more »

Diversify to Outpace Inflation

With inflation affecting our day-to-day lives, some investors are rightfully concerned about how it may impact their financial portfolios. While there is no way to make your portfolio completely inflation-proof, diversification is a fundamental strategy that can help protect your investments from inflation and general market fluctuations. Read more here: Diversify to Outpace Inflation

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!

Dancing for our Heroes with the Rotary Club of Greater Anderson

Wagner Wealth Management was honored to sponsor the Rotary Club of Greater Anderson’s 2024 “Dancing for our Heroes—Music of Motown” event. This highly successful event, featuring 12 dance duos in a competition-style format, raised an impressive $128,398 to benefit 12 Anderson-area charities. This is the 17th year the Rotary Club has held the event, raising… Read more »

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 »

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 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 »