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 »
Diversify to Outpace Inflation
With inflation affecting our day-to-day lives, some investors are rightfully concerned about how it may impact their financial portfolios. While there is no way to make your portfolio completely inflation-proof, diversification is a fundamental strategy that can help protect your investments from inflation and general market fluctuations. Read more here: Diversify to Outpace Inflation
Market Timing: Predicting the Unpredictable
Market timing is a strategy that uses predictive methods to move investment money in or out of a financial market or to switch funds between asset classes. Whether successful market timing is possible is a matter for debate, though nearly all market professionals agree that doing so is a difficult and time-consuming task. Read the… 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 »
Mimi Edwards honored with SC Best In Business Bronze Award
Wagner Wealth Management’s Mimi Edwards has been honored with a SC Best In Business Bronze Award for top Chief Operating Officer in the state. A former teacher, Edwards switched careers to the financial industry in 2015 when she joined Wagner Wealth. Since then, Edwards has obtained her Life and Health Insurance license, Series 7 and… 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 »
Jennifer Osgood named President and Equity Partner
Join us in extending a hearty “Congratulations” to Jennifer Osgood who has officially been named President and Equity Partner with Wagner Wealth. Jennifer consistently goes above and beyond for our clients and her behind-the-scenes work is worthy of recognition. Dan Wagner continues in his role as CEO and Managing Partner, providing the top-notch service and… Read more »