Dan Wagner Named Leader in Finance by SC Biz News’ Inaugural SC 500 List Wagner Wealth Management is proud to congratulate Founder and CEO Dan Wagner, who has been recognized as a leader in the finance industry by SC Biz News as part of its inaugural South Carolina 500 (SC 500) List. The South Carolina… 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 »
What to Do with a Forgotten 401(k)
What to Do With a Forgotten 401(k) How to Reclaim and Maximize Lost Retirement Savings By Jennifer Osgood, President, Wagner Wealth Management Have you ever changed jobs and left behind a 401(k) account? If you’re a successful professional or entrepreneur with a long career, there’s a good chance you have at least one forgotten 401(k)… Read more »
Wagner Wealth Management honored as Best of the Upstate
GREENVILLE, S.C. — For the third year in a row, Wagner Wealth Management has been honored as the top investment firm in the Upstate, according to the readers of The Greenville News. Best of the Upstate celebrates and recognizes the top people, places, and businesses the regional community offers. Using a two-tiered voting system, thousands… Read more »
Preparing for the Unforeseen
Life is full of unforeseen events, and envisioning what happens after you pass away isn’t easy for anyone. However, ensuring that your loved ones have access to essential financial information can provide a measure of comfort during a very unsettling time. By organizing your affairs in advance and sharing that information with your loved ones,… Read more »
Financial Tasks to Take Off Your To-Do List
When it comes to your finances, sometimes doing nothing is the best thing to do. Financial to-do lists are plentiful, and while it is always smart to check on the rules around charitable giving or set financial goals to follow, knowing what to skip can be just as important. Consider this list of suggestions for… Read more »
10 Habits of Financially Successful People
By February, most people have moved on from their New Year’s resolution. Whether or not your New Years’ Resolutions are still going strong, there are certain items to consider each year to keep you financially strong. We’ve compiled a list of 10 habits made by financially successful people. Read more here: Ten Habits of Financially… Read more »
Wagner Wealth Management earns Best Financial Planner honor
GREENVILLE, S.C. — More than 7,000 people voted in a poll that named Wagner Wealth Management the Best Financial Planner in the Greenville area. This is the second year in a row that Wagner Wealth Management has taken home a Greenville’s Readers’ Choice award from The Post and Courier. This latest honor comes after Wagner… Read more »
Osgood Awarded SC Women in Business Honor
Jennifer Osgood, the President of Wagner Wealth Management, has been named by Greenville Business Magazine as an SC Women in Business honoree. The SC Women in Business Awards are for female entrepreneurs, executives, employees and organizations they run and those who are making a difference. This prestigious award honors select businesswomen across South Carolina based… Read more »