Wagner Wealth Management Proudly Supports Greenville County Medical Society Alliance At Wagner Wealth Management, we believe strong communities are built through service, generosity, and collaboration. That is why we are proud to serve as a corporate sponsor of the Greenville County Medical Society Alliance (GCMSA), an organization dedicated to supporting health-related nonprofit organizations throughout our… Read more »
Estate Planning Checklist
How to Organize Your Estate for a Smooth Transition By Jennifer Osgood, President, Wagner Wealth Management Published by The Greenville Blog and Stroll Magazine June 2026 Estate planning is one of the most important steps you can take to protect your family, preserve your wealth, and ensure your wishes are carried out efficiently. Yet even… 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 »
Wagner Wealth Management’s Edwards honored by Greenville Business Magazine
Wagner Wealth Management’s Edwards honored by Greenville Business Magazine Previously published by Greenville Business Magazine, Post and Courier, The Greenville Blog GREENVILLE, SC – Mimi Edwards, Chief Operating Officer for Wagner Wealth Management, has been named an SC Women in Business Award honoree. The SC Women in Business Awards are for female entrepreneurs, executives, employees and… Read more »
Small Business Retirement Plans
Small Business Retirement Plans How saving for later can benefit your business now By Jennifer Osgood, President, Wagner Wealth Management Previously published by SCBIZ and Stroll Magazine May 2026 For many small business owners, the daily demands of running a company leave little time to think about retirement planning. However, postponing retirement planning can be… Read more »
Wagner Wealth Management Supports South Carolina Red Cross Gala as Gold Sponsor
Wagner Wealth Management was proud to serve as a Gold Sponsor of the 34th Annual South Carolina Red Cross Gala on March 21, 2026. Supporting organizations that strengthen our community is an important part of who we are, and this event reflects the meaningful impact that can be achieved when people come together for a… Read more »
The SECURE 2.0 Act and the Roth Catch-Up Contribution Requirement
The SECURE 2.0 Act and the Roth Catch-Up Contribution Requirement A Retirement Planning Pivot By Jennifer Osgood, President, Wagner Wealth Management Previously published in Stroll Magazine April 2026 The SECURE 2.0 Act, passed in late 2022 as a major package of retirement-savings reforms, introduced a meaningful shift in how certain older, higher-paid employees make catch-up… Read more »
Smart Tax-Filing Strategies For High Earners
Smart Tax-Filing Strategies Every High Earner Should Review This Year By Jennifer Osgood, President, Wagner Wealth Management Previously published by Stroll Magazine For high-income households, tax season is rarely just about filing forms on time. It’s an opportunity to align income, investments, charitable goals, and long-term wealth planning in a way that reduces taxes legally… 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 »
Plan for Four Retirements Rather Than One
Plan for Four Retirements Rather Than One By Jennifer Osgood, President, Wagner Wealth Management Previously published by Who’s On the Move For many Americans, especially those entering retirement with substantial assets, retirement is not a single event but a multi-decade journey that evolves over time. Lifespans continue to lengthen, with many retirees now planning for… Read more »