wagner wealth management | Thegreenvilleblog

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Dec 92 min read

Wagner Wealth Management earns three SC Business Awards

GREENVILLE, S.C. — Wagner Wealth Management was honored with three SC Best in Business Awards this week. After nominations and a round...

Use Financial Planning Month to take stock

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Aug 302 min read

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...

Wagner Wealth Management’s Osgood honored with a SC Women in Business award

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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...

Wagner Wealth Management adds financial advisor

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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...

Wagner Wealth Management ‘s Osgood named to 2024 Women of Influence

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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...

Wagner Wealth Management’s Turlington named to Forty Under 40

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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...

Wagner Wealth Management hires Shanna Walker as Director of Communications

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...

Market Timing: Predicting the Unpredictable

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...

Wagner Wealth Management named one of SC Biz News’ Inaugural 2023 Empowering Women Award Winners

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...

Wagner Wealth Management voted Best Financial Planner in Post and Courier Greenville contest

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...

Wagner Wealth Management Names Jennifer Osgood President

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...

Wagner Wealth Management’s Turlington named to Best and Brightest List

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...

Wagner Wealth Management hires Erin Brown as new wealth planner

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...

Financial Fitness: Get your financial health in shape, and start building you wealth

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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...