Wagner Wealth Management Sponsors Golf Tournament Benefiting Jasmine Road GREENVILLE, S.C. — September 14, 2026 — Wagner Wealth Management was proud to sponsor the Cliffs Valley Ladies Golf Association’s annual golf tournament, held September 3 at The Cliffs Valley Golf Course. The event raised $58,000 to benefit Jasmine Road, a Greenville-based organization providing long-term residential… Read more »
Wagner Wealth Management Named Best Investment Firm in the Upstate
GREENVILLE, S.C. — Wagner Wealth Management has been named the Best Investment Firm in the Upstate for the fourth consecutive year in The Greenville News’ Best of the Upstate Official Community’s Choice awards. The annual Best of the Upstate awards recognize the region’s top businesses, organizations, and professionals through a community-wide nomination and voting process…. Read more »
Jennifer Osgood Named to SCBIZ Top 100 Women List
GREENVILLE, SC – Jennifer Osgood, President of Wagner Wealth Management, has been named to SCBIZ’s Top 100 Women list. A Clemson graduate, Osgood began her career with Wagner Wealth in 2007 as a Wealth Advisor, and soon became Managing Partner and an equity owner. In 2023, she was named the firm’s President. In the community,… Read more »
The SECURE 2.0 Act and the Roth Catch-Up Contribution Requirement
The SECURE 2.0 Act and the Roth Catch-Up Contribution Requirement A Retirement Planning Pivot By Jennifer Osgood, President, Wagner Wealth Management Previously published in Stroll Magazine April 2026 The SECURE 2.0 Act, passed in late 2022 as a major package of retirement-savings reforms, introduced a meaningful shift in how certain older, higher-paid employees make catch-up… 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 »
Angela Gravley Joins Wagner Wealth Management as Director of Accounting
Angela Gravley Joins Wagner Wealth Management as Director of Accounting GREENVILLE, SC – Angela Gravley has joined the Wagner Wealth Management team as Director of Accounting. Gravley joined the Wagner Wealth Management team in 2026 with over twenty years of experience in specialized client accounting and tax consulting. Known as a versatile leader, she provides… Read more »
Plan for Four Retirements Rather Than One
Plan for Four Retirements Rather Than One By Jennifer Osgood, President, Wagner Wealth Management Previously published by Who’s On the Move For many Americans, especially those entering retirement with substantial assets, retirement is not a single event but a multi-decade journey that evolves over time. Lifespans continue to lengthen, with many retirees now planning for… 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 Named Greenville’s Best Financial Planner for Third Year
GREENVILLE, S.C. — For the third consecutive year, readers of The Post and Courier have named Wagner Wealth Management Greenville’s Best Financial Planner in the Post and Courier Greenville’s Readers’ Choice contest. More than 10,000 readers participated in this year’s voting, which featured hundreds of Upstate businesses and nonprofits. Wagner Wealth Management’s continued recognition reflects… Read more »
Navigating Market Cycles with Confidence
Navigating Market Cycles with Confidence: Why Diversification Still Matters By Jennifer Osgood, President, Wagner Wealth Management Previously published on The Greenville Blog and in Stroll Magazine January 2026 For many investors, it can be tempting to make investment decisions based solely on what performed well last year. Perhaps a particular sector surged, a technology trend took… Read more »