A personalized approach to managing wealth

At Wagner Wealth Management, we understand that connecting with the right financial advisor is a challenge. So at our very first meeting, we will talk with you about…

1. What is important to you?
2. How we work with clients
3. Answer your questions, including those about our process, services, and cost efficiency
4. Is there a fit?

Our goal is to give our clients confidence and control over their financial lives. And we do this by putting together the jigsaw puzzle of their money, while acting only in our clients’ best interests. In fact, A CERTIFIED FINANCIAL PLANNER™ professional's priority is to put clients’ interests first and provide financial planning services as a fiduciary.

We work with a limited number of clients, as we only take on new clients for whom we can add the most value and make a difference in their lives.

As part of our ongoing services, we are committed to providing clients with in-depth annual reviews that assess and track their progress toward their financial goals. And all year long, we’re always available to provide clients with the information they need to make well-informed financial decisions.

This is your money, and you’ve worked hard for it. Besides your family and your health, this is one of the most important areas of your life. We feel honored to earn your trust every day.