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 peace of mind 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’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.

Services we offer

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.

Portfolio Management

As your trusted partner, we help you pursue your goals by constructing, managing and monitoring a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.

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.

Estate Charitable Giving & Trust

One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.

Sustainable Investing

Sustainable investing, an approach that integrates environmental, social and governance (ESG) criteria, is becoming a much sought-after strategy in the financial industry. Whether implemented through socially responsible investing (SRI) screening, ESG integration or impact investing, sustainable investing offers a growing number of options for investors interested in pursuing goals beyond financial growth when building their portfolios.

News & resources

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.
Wagner Wealth Management of Raymond James