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 »
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 »
Estate Planning Checklist
How to Organize Your Estate for a Smooth Transition By Jennifer Osgood, President, Wagner Wealth Management Published by The Greenville Blog and Stroll Magazine June 2026 Estate planning is one of the most important steps you can take to protect your family, preserve your wealth, and ensure your wishes are carried out efficiently. Yet even… 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 »
Small Business Retirement Plans
Small Business Retirement Plans How saving for later can benefit your business now By Jennifer Osgood, President, Wagner Wealth Management Previously published by SCBIZ and Stroll Magazine May 2026 For many small business owners, the daily demands of running a company leave little time to think about retirement planning. However, postponing retirement planning can be… Read more »
Navigating Market Cycles with Confidence
Navigating Market Cycles with Confidence: Why Diversification Still Matters By Jennifer Osgood, President, Wagner Wealth Management Previously published on The Greenville Blog and in Stroll Magazine January 2026 For many investors, it can be tempting to make investment decisions based solely on what performed well last year. Perhaps a particular sector surged, a technology trend took… Read more »
A Child’s Haven Holiday Benefit Brunch 2025
Community Involvement: Supporting A Child’s Haven | Wagner Wealth Management Members of the Wagner Wealth Management team were honored to attend the annual Holiday Benefit Brunch benefiting A Child’s Haven, held on December 5, 2025. Jennifer Osgood, Sara Stuart, and Shanna Walker joined a large gathering of community supporters for a festive and meaningful brunch… Read more »
Strategic Philanthropy in 2025: Maximize Charitable Giving
Strategic Philanthropy in 2025: How to Maximize Your Charitable Giving and Tax Efficiency By Jennifer Osgood, President, Wagner Wealth Management Previously published in Stroll Magazine December 2025 Individuals and families who have accumulated significant wealth often see philanthropy as an important part of their legacy. Charitable giving can also be a key element of a… 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 »
Tax-Loss Harvesting: Turning a Negative into a Positive
Tax-Loss Harvesting: Turning a Negative into a Positive By Jennifer Osgood, President, Wagner Wealth Management Previously published in Stroll Magazine November 2025 Conventional investing wisdom is to buy low and sell high. But investing is about more than chasing market gains—it’s also about managing taxes wisely. One powerful, yet often overlooked, strategy is tax-loss harvesting. By… Read more »