Our Firm
Wagner Wealth Management was established in Anderson, SC by Dan Wagner, owner and President. Dan's professional experience encompasses over 15 years of service in the wealth management field. He is a licensed Financial Advisor with a diverse background in advising and consulting individual clients, businesses, banks, and investment firms. Dan began his career in the Upstate by working with the largest South Carolina based bank to start and successfully implement the wealth management program for the division that services the Anderson, Oconee, and Pickens markets. While his focus is on comprehensive asset management and tax strategy,* he also has extensive knowledge and experience in assisting clients with business succession planning, asset allocation, insurance needs, and estate planning.* Dan was ranked by Bank Investment Consultant Magazine among the top 25 Bank Advisors in the nation for the year 2006. He has also won numerous awards including Financial Consultant of the Year in 2005, Managed Money Champion in 2005, Producer of the Year for the years 2001-2004, and the President''s Circle Award for the years 2004-2007 by his prior Broker Dealer. He has served on the Advisory Board to one of the world''s largest insurance companies and has consulted with numerous businesses, banks, executives, and managers in developing, managing, and implementing successful wealth management strategies for their respective clients. Dan is dedicated to developing lasting relationships with his clients, colleagues, and the surrounding community. He believes that helping individuals and businesses reach their financial goals and objectives can be achieved through consistent communication, active portfolio management, and ongoing market research and analysis to adapt to the ever-changing financial environment.
Please CLICK HERE to view a brief presentation about Wagner Wealth Management. Our team of Advisors is committed to helping you reach your investment goals through comprehensive analysis and financial planning tailored to fit your individual needs. We start with a thorough evaluation of your unique financial situation, and develop a custom plan to help you grow, maintain, and preserve your wealth.
Contact us toll free at 888-7WAGNER with questions about our firm, or if you would like more information about the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service that fits your needs, we can refer you to a group that does.
The information contained is for general use and is not intended to cover all aspects of a particular matter. Neither the information presented nor any opnion expressed constitutes a representation by us or a solicitation of the purchase or sale of securities. The opinions stated are that of the author and not that of The Investment Center, Inc. or IC Advisory Services. *The information provided is not written or intended as tax or legal advice and may not be relied upon for purposes of avoiding federal tax penalties. Entities or persons distributing this information are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax and legal counsel
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