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 »
Dan Wagner Named Leader in Finance by SC Biz News’ Inaugural SC 500 List
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 »
Time to Revisit Your Retirement Strategy
Does Your 401(k) or 403(b) Plan Need Attention? By Clay Koch, Wealth Advisor, Wagner Wealth Management Previously published on The Greenville Blog One of the most powerful vehicles in your financial arsenal is your employer-sponsored retirement plan. Whether you have a 401(k), 403(b), or both, now is the perfect time to review your contributions,… Read more »
Business Succession Options
If you’re a business owner, you’ve likely poured your heart and soul into your business, and it’s hard to imagine how it will go on without you. However, odds are that the business you’ve worked so hard to create will be owned by someone else in the future. You will either give up the helm… 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 »
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 »
A Child’s Haven Holiday Benefit Brunch 2024
Wagner Wealth Management is honored to be an In-Kind Sponsor of the annual Holiday Benefit Brunch benefitting A Child’s Haven, held on December 6, 2024. A Child’s Haven is a local non-profit organization that provides treatment to children who have developmental delays due to limited resources, abuse, or neglect and supports their families. President Jennifer… Read more »
Dan Wagner, “Wealth of Experience”
Dan Wagner, founder and CEO of Wagner Wealth Management, was recently featured in the Greenville News Sunday Business Section. The article, titled “Wealth of Experience,” gives a glimpse into Dan’s vision for the firm, as well as the events that led him to create a unique space in the wealth management sector. Read more here:… Read more »
Wagner Wealth Management named Best in the Upstate
For the second year in a row, readers of the Greenville News have named Wagner Wealth Management as the Best Investment Firm in the Upstate. Best of the Upstate celebrates and recognizes the top people, places, and businesses that the regional community has to offer. Using a two-tiered voting system, thousands are nominated across numerous… Read more »