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.
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.
“We are here to help you plan and reach your financial goals and support the community in which we serve” – Dan Wagner
The start of a new year is the ideal time to review your estate plan. As time goes by and circumstances change, a periodic review of your assets and your...
Working with a financial adviser or a wealth management firm is the key to alleviating the burden of constant financial monitoring. Enlisting the services of a solid financial team enables...
Conventional investing wisdom is to buy low and sell high. But you may be able to lower your tax liabilities by going against that wisdom and selling investments at a...
During the month of November, it is normal to have politics on the mind and to wonder how one party might change the course of the market with new legislation...