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

Seneca financial advisors

Best Buddies Champion of the Year Gala Silver Sponsor

Wagner Wealth Management is honored to be a Silver Sponsor of the Best Buddies 2023 Champion of the Year Gala. This event raised $239,000 for the Best Buddies—SC organization. Best Buddies is a national organization with state affiliates. The organization serves the intellectual and developmental disability (IDD) community, which includes, but is not limited to,… Read more »

Mimi Edwards honored with SC Best In Business Bronze Award

Wagner Wealth Management’s Mimi Edwards has been honored with  a SC Best In Business Bronze Award for top Chief Operating Officer in the state. A former teacher, Edwards switched careers to the financial industry in 2015 when she joined Wagner Wealth. Since then, Edwards has obtained her Life and Health Insurance license, Series 7 and… Read more »

Strategic Philanthropy: Maximize Your Charitable Giving

Charitable giving is an important part of life for many individuals. Intentional and responsible philanthropy is a way to promote values, leave a lasting legacy for future generations, and provide deeper meaning and purpose to your financial wealth. Charitable giving can also be a valuable part of an overall financial plan. Read the full article… 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 »

Wagner Wealth Management Named September Small Business of the Month

The Wagner Wealth Management team was honored this month by the Greenville Chamber of Commerce. This was the second time that our firm has been the Chamber’s Small Business of the Month. Thank you to all of our partners who helped make this happen.   Read the full article here