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 Management

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.

Estate Planning Resolutions

January 23rd, 2023

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...

Financial Advisers and Wealth Managers

January 3rd, 2023

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...

Tax-Loss Harvesting: Turning a Negative Into a Positive

December 12th, 2022

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...

Elections and Investing

November 15th, 2022

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...

Check the background of this firm on Finra’s BrokerCheck.

(864) 236-4706
F: (864) 236-4707

Our Greenville branch is located off of Verdae in the center of Hollingsworth Park

3 Legacy Park Road, Suite A
Greenville, SC 29607
Click Here For Directions

(864) 231-5494
F: (864) 231-5495

Our Anderson branch is located across from the Bleckley Inn.

301 South McDuffie St.
Anderson, SC 29624
Click Here For Directions

(864) 614-5335

Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services through Wealth Management Advisors, LLC. Arkadios Capital and Wealth Management Advisors, LLC, are not affiliated through any ownership.

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