Because we expect the relationships we pursue to extend over many years, we’re singularly committed to adding significant value to every handshake, every meeting and every client’s goals and aspirations.

Wagner Wealth Management addresses our client’s complex needs from a team perspective. Our unique boutique approach allows us to utilize multiple Advisors whose specialized areas of concentration aim for thorough and complete financial plan.

Our Services

“We are here to help you plan and reach your financial goals and support the community in which we serve” – Dan Wagner

Financial Planning

We work with our clients to prepare a comprehensive evaluation of their current and future financial needs. By evaluating these needs we are able to create and implement a financial plan specifically tailored to each client.

Asset Managmeent

At Wagner Wealth Management, we don’t use a one size fits all approach; our Asset Management strategies are tailored individually to fit each client and their specific situation.

Alternative Investments

We offer several forms of alternative investments, including private equity, investment banking and real estate.

Small Business Owners

Our Team offers financial solutions for your small business needs so you can focus on growing your business and doing what you love.

Business Succession & Exit Planning

Each business owner at some point is faced with a decision on when and how to exit the business. Passing on the business to the next generation, selling the business or possibly going public? Our team of Advisors are with you every step of the way helping you plan for, develop and implement your strategy.

Insurance Services

As a form of risk management, we work with clients in creating and benchmarking an investment strategy that relates to each client's overall financial goals.

Estate & Tax Planning

As an integral part of our planning process, we work closely with legal and accounting partners to ensure your Estate and Tax Planning correlate with your overall Financial Plan.

401K Planning

As an interictal part of your retirement planning process, we assist you in making the right diversification choices on your 401k investments to correlate with your overall goals and objectives.

For the latest information on our firm, click here to view our CRS Form.

Latest News & Resource Updates

Required Minimum Distribution

November 18th, 2021

With the holidays fast approaching, it's important for those who are 72 and up not to forget about the Internal Revenue Service (IRS). When you turn 72, you must start...

October is Financial Planning Month

October 13th, 2021

October is Financial Planning Month and it is an excellent time to review these six personal finance areas. Cash Management: This is a broad topic that can address many issues....

5 Things You Need to Know About Finances When Turning 65

September 15th, 2021

It's a pivotal age for retirement planning - even if you aren't ready to retire yet. You still haven't reached full retirement age for Social Security. This is a big...

Guarding Against Identity Theft

August 11th, 2021

America is enduring a data breach problem. As many workers traded in the office for remote work, data security has been a focus for the public and private sectors. Between...