Dan Wagner Named Leader in Finance by SC Biz News’ Inaugural SC 500 List Wagner Wealth Management is proud to congratulate Founder and CEO Dan Wagner, who has been recognized as a leader in the finance industry by SC Biz News as part of its inaugural South Carolina 500 (SC 500) List. The South Carolina… 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 »
Navigating Market Cycles with Confidence
Navigating Market Cycles with Confidence: Why Diversification Still Matters By Jennifer Osgood, President, Wagner Wealth Management Previously published on The Greenville Blog and in Stroll Magazine January 2026 For many investors, it can be tempting to make investment decisions based solely on what performed well last year. Perhaps a particular sector surged, a technology trend took… Read more »
A Child’s Haven Holiday Benefit Brunch 2025
Community Involvement: Supporting A Child’s Haven | Wagner Wealth Management Members of the Wagner Wealth Management team were honored to attend the annual Holiday Benefit Brunch benefiting A Child’s Haven, held on December 5, 2025. Jennifer Osgood, Sara Stuart, and Shanna Walker joined a large gathering of community supporters for a festive and meaningful brunch… Read more »
Strategic Philanthropy in 2025: Maximize Charitable Giving
Strategic Philanthropy in 2025: How to Maximize Your Charitable Giving and Tax Efficiency By Jennifer Osgood, President, Wagner Wealth Management Previously published in Stroll Magazine December 2025 Individuals and families who have accumulated significant wealth often see philanthropy as an important part of their legacy. Charitable giving can also be a key element of a… Read more »
Wagner Wealth Management brings home four SC Best in Business Awards
Wagner Wealth Management earns four SC Best in Business Awards GREENVILLE, S.C. — Wagner Wealth Management was honored with four 2025 South Carolina Best in Business Awards this week. Nominated and voted on by the public, the firm received two Gold Awards for Best Company of the Year and Best Financial Brokerage Firm while also… 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 »
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 Management Supports TD SYNNEX Share the Magic 2025
Wagner Wealth Management is grateful to be a Gold Sponsor of the 15th annual TD SYNNEX Share the Magic Celebration, held on September 27, 2025. Since its inception in 2011, TD SYNNEX Share the Magic has raised more than $23 million to fund programs at four incredible Upstate children’s charities: A Child’s Haven, Clement’s Kindness,… Read more »