Tuition Gift Tax Exclusion A Smart Way to Fund College By Jennifer Osgood, President, Wagner Wealth Management Previously published in Stroll Magazine (October 2026) For many affluent families, supporting a child or grandchild’s education is about more than paying tuition; it’s about creating opportunities while thoughtfully transferring wealth. With college costs continuing to rise, many… 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 »
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 »
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 »
Tax-Loss Harvesting: Turning a Negative into a Positive
Tax-Loss Harvesting: Turning a Negative into a Positive By Jennifer Osgood, President, Wagner Wealth Management Previously published in Stroll Magazine November 2025 Conventional investing wisdom is to buy low and sell high. But investing is about more than chasing market gains—it’s also about managing taxes wisely. One powerful, yet often overlooked, strategy is tax-loss harvesting. By… Read more »
Hollingsworth Park Fall Fest 2025
Hollingsworth Park Fall Fest 2025 Celebrating Community and Giving Back As proud members of the Hollingsworth Park neighborhood, Wagner Wealth Management was pleased to join with other local partners to sponsor the annual Hollingsworth Park Fall Fest. Held on October 2, the family-friendly event brought neighbors together for an evening of food trucks, live music,… 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 »
Reduce Estate Taxes with the Portability Provision
If you have a large estate, gifting assets during your lifetime is a strategic way to help reduce estate taxes and maximize the inheritance your beneficiaries will one day receive. Gifting during your lifetime also gives you control of how your assets are distributed and provides you the opportunity to see your beneficiaries put your… Read more »
Starting a Roth IRA For A Teen
Want to give your child or grandchild a great financial start? A Roth IRA might be a choice to consider. There are many reasons why starting a Roth IRA for a teenager may be a sound financial strategy. Read on to learn more about how doing this may benefit both of you. Starting a Roth IRA… 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 »