Use Financial Planning Month to take stock
October is Financial Planning Month and is an excellent time to review these six personal finance areas. Cash Management: This is a...
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info5599204
Jul 232 min read
Wagner Wealth Management’s Osgood honored with a SC Women in Business award
GREENVILLE, SC – Jennifer Osgood, the President of Wagner Wealth Management, has been named by Greenville Business Magazine as an SC...
info5599204
Jul 181 min read
Wagner Wealth Management adds financial advisor
GREENVILLE, SC – Wagner Wealth Management has added an experienced financial advisor, Clay Koch, to its team. A College of Charleston...
TheGreenvilleBlog
Jul 163 min read
Interest rates challenge businesses
By Dan Wagner, Founder and CEO, Wagner Wealth Management Higher interest rates can present a significant challenge for business owners,...
TheGreenvilleBlog
May 304 min read
Starting a Roth IRA for a Teen
By Jennifer Osgood, President, Wagner Wealth Management Want to give your child or grandchild a great financial start? A Roth IRA might...
info5599204
Feb 202 min read
Wagner Wealth Management ‘s Osgood named to 2024 Women of Influence
GREENVILLE, SC – Jennifer Osgood, the President of Wagner Wealth Management, has been named to GSA Business Report’s 2024 Women of...
info5599204
Feb 162 min read
Wagner Wealth Management’s Turlington named to Forty Under 40
GREENVILLE, SC - Hayden Turlington, a wealth advisor with Wagner Wealth Management, has been named to GSA Business Reports Forty Under 40...
TheGreenvilleBlog
Feb 121 min read
Wagner Wealth Management hires Shanna Walker as Director of Communications
GREENVILLE, S.C. — Wagner Wealth Management has added Shanna Walker as their Director of Communications. A native of the Greenville...
TheGreenvilleBlog
Jan 313 min read
Market Timing: Predicting the Unpredictable
By Jennifer Osgood, President, Wagner Wealth Management We’ve all heard the story of the unwitting investor who became a...
TheGreenvilleBlog
Jan 221 min read
Wagner Wealth Management named one of SC Biz News’ Inaugural 2023 Empowering Women Award Winners
GREENVILLE, S.C. – Wagner Wealth Management has won an SC Biz News’ 2023 Empowering Women Award. The Empowering Women Awards are designed...
TheGreenvilleBlog
Dec 18, 20231 min read
Wagner Wealth Management voted Best Financial Planner in Post and Courier Greenville contest
GREENVILLE, S.C. –Wagner Wealth Management has won Best Financial Planner in the Post and Courier Greenville’s inaugural Readers’ Choice...
TheGreenvilleBlog
Dec 13, 20232 min read
Wagner Wealth Management’s Mimi Edwards honored with SC Best in Business Award
GREENVILLE, S.C. — Wagner Wealth Management’s Mimi Edwards has been honored with a SC Best In Business Bronze Award for top Chief...
TheGreenvilleBlog
Oct 3, 20232 min read
Wagner Wealth Management Names Jennifer Osgood President
GREENVILLE, S.C. — Wagner Wealth Management, one of the region’s leading wealth management firms, has named Jennifer Osgood as President...
TheGreenvilleBlog
Sep 19, 20231 min read
Wagner Wealth named Greenville Chamber Small Business of the Month
GREENVILLE, S.C. – Wagner Wealth Management has been honored with the Greenville Chamber of Commerce’s Small Business of the Month for...
TheGreenvilleBlog
Sep 7, 20232 min read
Wagner Wealth Management’s Turlington named to Best and Brightest List
GREENVILLE, S.C. —Wagner Wealth Management’s Hayden Turlington has been named to Greenville Business Magazine’s Best and Brightest 35 and...
TheGreenvilleBlog
Aug 30, 20233 min read
Navigating Through Volatile Markets
By Jennifer Osgood, President, Wagner Wealth Management Volatile markets, while not unusual, can cause uneasiness for many investors. The...
TheGreenvilleBlog
Jul 18, 20231 min read
Wagner Wealth Management hires Erin Brown as new wealth planner
GREENVILLE, S.C. — Wagner Wealth Management team has added experienced Wealth Planner Erin Brown to its team. Brown comes to Wagner...
TheGreenvilleBlog
Jul 10, 20233 min read
529 Plans: A Study Guide for Savers
By Jennifer Osgood As summer ends and students return to school, many former students have returned to paying for school. Beginning in...
info5599204
Dec 19, 20222 min read
Financial Fitness: Get your financial health in shape, and start building you wealth
By Jennifer Osgood, Partner/Financial Advisor at Wagner Wealth Management It’s always a good time to get your finances in shape, but...
TheGreenvilleBlog
Nov 16, 20221 min read
Wagner Wealth Management hires Hayden Turlington as new financial advisor
GREENVILLE, S.C. — The Wagner Wealth Management team is celebrating the addition of their newest financial advisor, Hayden Turlington. As...
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