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 Supports South Carolina Red Cross Gala as Gold Sponsor
Wagner Wealth Management was proud to serve as a Gold Sponsor of the 34th Annual South Carolina Red Cross Gala on March 21, 2026. Supporting organizations that strengthen our community is an important part of who we are, and this event reflects the meaningful impact that can be achieved when people come together for a… 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 »
A Child’s Haven Holiday Benefit Brunch 2025
Community Involvement: Supporting A Child’s Haven | Wagner Wealth Management Members of the Wagner Wealth Management team were honored to attend the annual Holiday Benefit Brunch benefiting A Child’s Haven, held on December 5, 2025. Jennifer Osgood, Sara Stuart, and Shanna Walker joined a large gathering of community supporters for a festive and meaningful brunch… Read more »