Financial Advisor or Wealth Advisor? How to Choose the Right Financial Professional By Jennifer Osgood, President, Wagner Wealth Management Previously published in Stroll Magazine September 2026 When it comes to managing your finances, partnering with a trusted professional can provide peace of mind and help you stay focused on your long-term goals instead of constantly… Read more »
Year-Round Tax Strategies for High-Net-Worth Families and Business Owners
Year-Round Tax Strategies for High-Net-Worth Families and Business Owners By Angela Gravley, Director of Accounting, Wagner Wealth Management Previously published in Stroll Magazine July 2026 For many individuals, tax planning begins in early spring and ends with a signature on a return. But for high-net-worth families and business owners, the most effective tax strategies are… Read more »
Small Business Retirement Plans
Small Business Retirement Plans How saving for later can benefit your business now By Jennifer Osgood, President, Wagner Wealth Management Previously published by SCBIZ and Stroll Magazine May 2026 For many small business owners, the daily demands of running a company leave little time to think about retirement planning. However, postponing retirement planning can be… Read more »
Smart Tax-Filing Strategies For High Earners
Smart Tax-Filing Strategies Every High Earner Should Review This Year By Jennifer Osgood, President, Wagner Wealth Management Previously published by Stroll Magazine For high-income households, tax season is rarely just about filing forms on time. It’s an opportunity to align income, investments, charitable goals, and long-term wealth planning in a way that reduces taxes legally… Read more »