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

Seneca Wealth Management firms

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 »

Letting Go of Financial Clutter

The beginning of a new year is the ideal time to let go of unnecessary financial clutter. Organizing your important documents and securely disposing of old statements, tax returns, and unneeded copies of bills can put you on the path to a more productive and prosperous 2024. Here are some simple steps to get started…. 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 »

Navigating Through Volatile Markets

Volatile markets, while not unusual, can cause uneasiness for many investors. The ability to prepare and react with market swings is key to keeping your cool and protecting your portfolio. By consulting historical data, trends, and prior successes, you can form a plan to withstand market volatility. With the right strategy and mindset, you can… Read more »

Wagner Wealth Management’s Turlington named to Best and Brightest List

Wagner Wealth Management’s Hayden Turlington has been named to Greenville Business Magazine’s Best and Brightest 35 and Under list. This annual list highlights the young professionals who are making a difference in the business world and in the community. Turlington joined Wagner Wealth Management in 2022 and has enjoyed serving clients across the Upstate as… Read more »