Wagner Wealth Management was featured in the August 2024 issue of Upstate Real Producers Magazine. The article states, “Wagner Wealth Management excels in helping high-net-worth clients and business owners navigate complex financial planning, succession, and retirement strategies. Running a successful practice based on performance and results is something that Dan [Wagner] feels his firm and… Read more »
Osgood Awarded SC Women in Business Honor
Jennifer Osgood, the President of Wagner Wealth Management, has been named by Greenville Business Magazine as an SC Women in Business honoree. The SC Women in Business Awards are for female entrepreneurs, executives, employees and organizations they run and those who are making a difference. This prestigious award honors select businesswomen across South Carolina based… Read more »
Advancements in Fraud: Savvy Investors Aren’t Immune
Fraud is a serious concern for everyone, including businesses and seasoned investors. The fraud landscape is constantly evolving, and staying vigilant against the latest trends is critical to safeguarding your business and your personal finances. Read more here about ways financial scams are becoming more sophisticated, as well as common-sense tips for detecting and avoiding… 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 »
Wagner Wealth Management named Best in the Upstate
For the second year in a row, readers of the Greenville News have named Wagner Wealth Management as the Best Investment Firm in the Upstate. Best of the Upstate celebrates and recognizes the top people, places, and businesses that the regional community has to offer. Using a two-tiered voting system, thousands are nominated across numerous… Read more »
Clay Koch Joins Wagner Wealth Team
Wagner Wealth Management has added an experienced wealth advisor, Clay Koch, to its team. A College of Charleston graduate, Koch brings more than nine years of experience in the financial services industry. He holds Series 7, Series 65, Series 66, and Life and Variable Annuity Insurance licenses, which he obtained while still in college. Outside… 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 »
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
2024 Best of the Upstate Finalist
We are proud to announce that Wagner Wealth Management is a finalist for “Best Investment Firm” in the 2024 Best of the Upstate Community’s Choice Awards. Sincere thanks to our clients, business partners, and friends who voted for us!
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 »