“An investment in knowledge pays the best interest.” – Benjamin Franklin


Tidying Up Financial Clutter

Start the new year by organizing your important documents and parting with old statements, tax returns, and utility bills. It’s the beginning of the new year, and a new opportunity to get organized for a more productive and beneficial 2021. Here are some simple steps to get started. 1. Say Goodbye Many people don’t equate… Read more »

How Elections Affect Markets

How much do elections impact the stock market and portfolio returns? Should elections even matter to long-term investors? These are the questions investors and financial professionals often consider in election years. When the political and economic climate are challenging, the market discounts the added uncertainty of the election outcome and what policy changes may occur,… Read more »

The Upstate is about to boom. Is now the time to invest in it?

Love where you live? Maybe now is the time to invest in its future growth. The Upstate is expected to hit about 1.75 million residents by 2040, an increase of about 400,000 from where it is now. Of that, an estimated 220,000 will be in Greenville County alone. To put that in perspective, Greenville grew… Read more »

Wagner Wealth Management adds Director of Client Services

GREENVILLE, S.C. — Wagner Wealth Management has added Allison Holland as the firm’s Director of Client Services. Holland holds the Series 7, Series 63, and Series 9/10 Securities Licenses and is a Clemson University graduate. She has worked in the finance industry since 2009 and has prior experience in banking and event planning.  Outside of… Read more »

Wagner Wealth Management adds financial assistant

GREENVILLE, S.C. –  Wagner Wealth Management has added Mimi Edwards as the firm’s newest financial administrative assistant. Edwards comes to Wagner Wealth from BNC Wealth Services.  In 2016, she received her Insurance License for life and health and passed the FINRA Series 7 and 66 exams. Edwards earned her bachelor’s degree in business and marketing… Read more »

Wagner Wealth Management signs with Triad

GREENVILLE, S.C. – Wagner Wealth Management has signed a deal for Triad Advisors, a subsidiary of Ladenburg Thalmann Financial Services, to serve as its independent broker dealer. Wagner Wealth Management, which has $260 million in assets under advisement as a registered investment adviser (RIA), chose Triad to support its growth plans, said Dan Wagner, the… Read more »

Herman joins Wagner Wealth Management

GREENVILLE, S.C. – Jeff Herman has recently joined Wagner Wealth Management as an Equity Partner. Herman has more than 25 years of experience in the financial services industry, holding positions of client advisor, sales representative, sales manager and chief distribution officer for various firms including Dreyfus Investments and AXA-Equitable Life Insurance. His most recent position… Read more »

Wagner Wealth Management to open Seneca Office

GREENVILLE, S.C. – Wagner Wealth Management will open its third office in Seneca this week – further expanding the reach of this Upstate firm. “This new office will allow us to better serve our existing clients and build new relationships too,” said Dan Wagner, president of Wagner Wealth. “We are here to help you plan… Read more »

Wagner Wealth Management grows with clients

A characteristic that Jill Wagner has long admired in her husband, Dan, is his ability to make things work. Sitting in the den of their Stonebrook Farm home, she recalled a time when they were both students at the University of North Carolina in Charlotte and Dan was unsure if he’d be able to pay… Read more »