Wagner Wealth Management Advisors Honored in SCBIZ Leaders in Business & Finance Awards GREENVILLE, SC – Two members of the Wagner Wealth Management team have been honored in the inaugural SCBIZ Leaders in Business & Finance Awards. CEO and Founder Dan Wagner was honored in the Wealth Advisor category, while Wealth Advisor Clay Koch was… 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 »
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 »
Business Succession Options
If you’re a business owner, you’ve likely poured your heart and soul into your business, and it’s hard to imagine how it will go on without you. However, odds are that the business you’ve worked so hard to create will be owned by someone else in the future. You will either give up the helm… 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 »
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 »
Interest Rates Challenge Business Owners
Higher interest rates can present a significant challenge for business owners, impacting various aspects of their operations and financial health. Wealth advisors, with expertise in financial planning and investment strategies, can play a crucial role in guiding business owners through these challenging times. Here are just a few ways a wealth advisor can help a… 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
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 »