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wealth consultants Greenville

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 »

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 »

Inherited IRAs: A Highly Regulated Windfall

An inherited individual retirement account (IRA) can be a welcome financial windfall for the recipient, but it is also one of the most complex issues to handle when settling an estate. The gift of an inherited IRA comes with a host of rules and requirements regulating how and when beneficiaries must draw down the account…. Read more »

Strategic Philanthropy: Maximize Your Charitable Giving

Charitable giving is an important part of life for many individuals. Intentional and responsible philanthropy is a way to promote values, leave a lasting legacy for future generations, and provide deeper meaning and purpose to your financial wealth. Charitable giving can also be a valuable part of an overall financial plan. Read the full article… Read more »

Wagner Wealth Management’s Turlington named to Best and Brightest List

Wagner Wealth Management’s Hayden Turlington has been named to Greenville Business Magazine’s Best and Brightest 35 and Under list. This annual list highlights the young professionals who are making a difference in the business world and in the community. Turlington joined Wagner Wealth Management in 2022 and has enjoyed serving clients across the Upstate as… Read more »