GREENVILLE, S.C. — Koch, a wealth advisor with Wagner Wealth Management, has been named to GSA Business Report’s Forty Under 40 list for...

GREENVILLE, S.C. — More than 7,000 people voted in a poll that named Wagner Wealth Management the Best Financial Planner in the...

By Mimi Edwards If you have a large estate, gifting assets during your lifetime is a strategic way to help reduce estate taxes and...

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

October is Financial Planning Month and is an excellent time to review these six personal finance areas. Cash Management:  This is a...

GREENVILLE, SC – Jennifer Osgood, the President of Wagner Wealth Management, has been named by Greenville Business Magazine as an SC...

GREENVILLE, SC – Wagner Wealth Management has added an experienced financial advisor, Clay Koch, to its team. A College of Charleston...

By Dan Wagner, Founder and CEO, Wagner Wealth Management Higher interest rates can present a significant challenge for business owners,...

By Jennifer Osgood, President, Wagner Wealth Management Want to give your child or grandchild a great financial start? A Roth IRA might...

GREENVILLE, SC – Jennifer Osgood, the President of Wagner Wealth Management, has been named to GSA Business Report’s 2024 Women of...

GREENVILLE, SC - Hayden Turlington, a wealth advisor with Wagner Wealth Management, has been named to GSA Business Reports Forty Under 40...

GREENVILLE, S.C. —  Wagner Wealth Management has added Shanna Walker as their Director of Communications. A native of the Greenville...

By Jennifer Osgood, President, Wagner Wealth Management We’ve all heard the story of the unwitting investor who became a...

GREENVILLE, S.C. – Wagner Wealth Management has won an SC Biz News’ 2023 Empowering Women Award. The Empowering Women Awards are designed...

GREENVILLE, S.C. –Wagner Wealth Management has won Best Financial Planner in the Post and Courier Greenville’s inaugural Readers’ Choice...

GREENVILLE, S.C. — Wagner Wealth Management’s Mimi Edwards has been honored with  a SC Best In Business Bronze Award for top Chief...

GREENVILLE, S.C. — Wagner Wealth Management, one of the region’s leading wealth management firms, has named Jennifer Osgood as President...

GREENVILLE, S.C. – Wagner Wealth Management has been honored with the Greenville Chamber of Commerce’s Small Business of the Month for...

GREENVILLE, S.C. —Wagner Wealth Management’s Hayden Turlington has been named to Greenville Business Magazine’s Best and Brightest 35 and...

By Jennifer Osgood, President, Wagner Wealth Management Volatile markets, while not unusual, can cause uneasiness for many investors. The...