A personalized approach to managing wealth
As a CERTIFIED FINANCIAL PLANNER™, my priority is to put my clients’ interests first and provide my financial planning services as a fiduciary.
Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, I’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And I’ll do the same for you.
Services we offer
Financial Planning
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Investment Strategies
Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.
Retirement Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
News & resources

The Fed Still Has a Tough Road Ahead

Weekly market guide

Weekly investment strategy

Social Security myths and misconceptions

Can the Fed pull off a soft landing?

Brighten up your financial plan this summer

Weekly investment strategy

The Fed and the housing market

Weekly market guide
An elevated advisory experience
- Wagner Wealth Management of Raymond James
- Wagner Wealth Management of Raymond James 2003 S Easton Rd Ste 100 Doylestown, PA 18901-7100
- D 267.742.3451
- T 833.594.3250
- Map & Directions
- Map & Directions
- Email rick.wagner@raymondjames.com
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