Clay Koch Named to SCBIZ Emerging Leaders Previously published by The Post and Courier and UpstateBiz SC GREENVILLE, SC – Clay Koch, a wealth advisor with Wagner Wealth Management, was recently honored as one of the leading young professionals in South Carolina. Previously known as Forty Under 40, SCBIZ’s Emerging Leaders Under 40 is the next evolution… Read more »
What to Do with a Forgotten 401(k)
What to Do With a Forgotten 401(k) How to Reclaim and Maximize Lost Retirement Savings By Jennifer Osgood, President, Wagner Wealth Management Have you ever changed jobs and left behind a 401(k) account? If you’re a successful professional or entrepreneur with a long career, there’s a good chance you have at least one forgotten 401(k)… Read more »
Wagner Wealth Wins Best Financial Planning Services in Anderson
ANDERSON, S.C. — After a community-wide vote, Wagner Wealth Management has been named the Best Financial Planning Service in Anderson’s Best of Your Hometown Awards. Founded in 2007, Wagner Wealth Management specializes in customizing financial strategies for high-net-worth individuals and companies. By working closely together, they help their clients meet their personal and professional goals…. Read more »
Wagner Wealth Management honored as Best of the Upstate
GREENVILLE, S.C. — For the third year in a row, Wagner Wealth Management has been honored as the top investment firm in the Upstate, according to the readers of The Greenville News. Best of the Upstate celebrates and recognizes the top people, places, and businesses the regional community offers. Using a two-tiered voting system, thousands… 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 »
Osgood Awarded SC Women in Business Honor
Jennifer Osgood, the President of Wagner Wealth Management, has been named by Greenville Business Magazine as an SC Women in Business honoree. The SC Women in Business Awards are for female entrepreneurs, executives, employees and organizations they run and those who are making a difference. This prestigious award honors select businesswomen across South Carolina based… Read more »
Dancing for our Heroes with the Rotary Club of Greater Anderson
Wagner Wealth Management was honored to sponsor the Rotary Club of Greater Anderson’s 2024 “Dancing for our Heroes—Music of Motown” event. This highly successful event, featuring 12 dance duos in a competition-style format, raised an impressive $128,398 to benefit 12 Anderson-area charities. This is the 17th year the Rotary Club has held the event, raising… Read more »
Best Buddies Champion of the Year Gala Silver Sponsor
Wagner Wealth Management is honored to be a Silver Sponsor of the Best Buddies 2023 Champion of the Year Gala. This event raised $239,000 for the Best Buddies—SC organization. Best Buddies is a national organization with state affiliates. The organization serves the intellectual and developmental disability (IDD) community, which includes, but is not limited to,… 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 »
Wagner Wealth Management voted Best Financial Planner in Post & Courier Greenville Readers’ Choice Contest
Wagner Wealth Management has won Best Financial Planner in the Post and Courier Greenville’s inaugural Readers’ Choice contest. During the voting period, more than 6,000 local Greenville County residents cast their votes for their favorite local businesses, services, spots, and more. This adds to a recent streak of Wagner Wealth and its staff members winning… Read more »