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Jennifer Osgood

Wagner Wealth Management’s Osgood Named to 2024 Women of Influence

Jennifer Osgood, the President of Wagner Wealth Management, has been named to GSA Business Report’s 2024 Women of Influence list. A Clemson University alum, Osgood is a licensed Wealth Advisor with more than 20 years of experience in banking and financial services. She was instrumental in the founding of Wagner Wealth Management in 2007.  She… 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 »

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 »