Wagner Wealth Management

Fraud is a serious concern for everyone, including businesses and seasoned investors. The fraud landscape is constantly evolving, and staying vigilant against the latest trends is critical to safeguarding your business and your personal finances. Jennifer Osgood is over at Greenville Business Magazine to tell us more. Click below to read about ways financial scams are becoming more sophisticated, as well as common-sense tips for detecting and avoiding them.

Advancements in Fraud: Savvy Investors Aren't Immune - Wagner Wealth Management Fraud is a serious concern for everyone, including businesses and seasoned investors. The fraud landscape is constantly evolving, and staying vigilant against the latest trends is critical to safeguarding your business and your personal finances. Read more here about ways financial scams are becomin...

Jennifer Osgood, the President of Wagner Wealth Management, has been named by Greenville Business Magazine as an SC Women in Business honoree.

The SC Women in Business Awards are for female entrepreneurs, executives, employees and organizations they run and those who are making a difference. This prestigious award honors select businesswomen across South Carolina based on career achievements, contributions to their company, and community involvement.

Congrats, Jennifer!

Wagner Wealth GREENVILLE, SC – Jennifer Osgood, the President of Wagner Wealth Management, has been named by Greenville Business Magazine as an SC Women in Business honoree. The SC Women in Business

Join us in welcoming our newest wealth advisor, Clay Koch!

Clay joined the Wagner Wealth Management team in spring 2024 with over nine years of experience in the financial services industry. He graduated from the College of Charleston with a degree in International Business. Clay began his path to a career in wealth management early, earning his Series 7, Series 65, Series 66, and Life and Variable Annuity Insurance licenses while still in college.

Welcome to the team, Clay!

Higher interest rates can present a significant challenge for business owners, impacting various aspects of their operations and financial health. Wealth advisors, with expertise in financial planning and investment strategies, can play a crucial role in guiding business owners through these challenging times. Click below for an article by Dan Wagner discussing ways a wealth advisor can help a business owner manage interest rates.

Interest rates challenge businesses By Dan Wagner, Founder and CEO, Wagner Wealth ManagementHigher interest rates can present a significant challenge for business owners, impacting various aspects of their operations and financial health. Wealth advisors, with expertise in financial planning and investment strategies, can play a cruci...

For the second year in a row, readers of the Greenville News have named Wagner Wealth Management as the Best Investment Firm in the Upstate.

So proud of our team for earning this honor and incredibly thankful for our clients and friends that voted for us!

We are proud to announce that Wagner Wealth Management is a finalist for “Best Investment Firm” in the 2024 Best of the Upstate Community’s Choice Awards. Our sincerest thanks to our clients, business partners, and friends who voted for us!
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Wagner Wealth Management was honored to sponsor the Rotary Club of Greater Anderson’s 2024 “Dancing for our Heroes—Music of Motown” event. This highly successful event, featuring 12 dance duos in a competition-style format, raised an impressive $128,398 to benefit 12 Anderson-area charities. This is the 17th year the Rotary Club has held the event, raising over $1.6 million for Anderson-area charities.

We are especially proud of our own Jennifer Osgood, co-chair of the event committee. A job well done for a very worthy cause!

Photo: L to R: Katie Steifle, Theresa Taylor, Jennifer Osgood, Co-Chairs of the Event Committee and Angela Wilson, Executive Director of Habitat for Humanity of Anderson County

If you’ve recently inherited an IRA, you may find yourself at a complicated intersection of estate planning, financial planning, and tax planning. A wrong decision or missed deadline can lead to expensive consequences, and the IRS will not be sympathetic. Working with a wealth advisor ensures that you will have the advice you need to make informed decisions regarding the timing of the different distribution rules, including RMDs, as well as how those funds should be handled once withdrawn.


Jenn Osgood

Inherited IRAs: A Highly Regulated Windfall - Wagner Wealth Management Wagner Wealth Management thought leader piece on IRAs. Wagner Wealth Management is one of the premier wealth management companies in SC.

A couple of weeks ago we had the distinct pleasure of celebrating not one, but TWO award winners from our Wagner team. Congratulations to Jennifer Osgood for being honored as one of 2024 Women of Influence and Hayden Turlington as one of their Forty under 40! Great job, ladies. The recognition is appreciated and well-deserved.
Hayden Turlington, Financial Advisor
Jenn Osgood
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We've always known that a conversation with Jennifer Osgood is a good thing. The smart people over at South Carolina Voyager Magazine have figured this out, too! They took time to interview Jennifer to hear her thoughts and learn more about her work in the office and in the community. Great read!
Jenn Osgood

Conversations with Jennifer Osgood - Voyage South Carolina Magazine Today we’d like to introduce you to Jennifer Osgood. Jennifer Osgood Hi Jennifer, we appreciate you taking the time to share your story with us today. Where does your story begin? I’m a lifelong upstate resident and Clemson University graduate. I joined Wagner Wealth Management at the firm’s i...

Congratulations are in order for our President, Jennifer Osgood! GSA Business Report has awarded Jennifer as one of their “2024 Women of Influence.” Great work, Jennifer! You make an impact on our community, and we are so proud to have you as a leader of our team.
https://whosonthemove.com/wagner-wealth-management-s-osgood-named-to-2024-women-of-influence/
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Jenn Osgood

Jennifer Osgood, Sara Stuart, and Shanna Walker had a great day representing Wagner Wealth at the SC Biz News Empowering Women awards luncheon in Columbia this week. The event was well-attended by representatives from several companies across the state who are making great strides in supporting and empowering women in their workplaces and communities. Keynote speaker Lt. Governor Pamela Evette gave an inspiring talk about all the great things in store for women in business in SC.
What an honor to receive this award!
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Jenn Osgood Shanna Alexander Walker

Congratulations to Hayden Turlington, Financial Advisor, one of GSA Business Report’s “Forty Under 40” honorees.
We are beyond proud of Hayden and all that she does for our team. The recognition is well-deserved!

Wagner Wealth Management’s Turlington named to Forty Under 40 GREENVILLE, SC – Hayden Turlington, a wealth advisor with Wagner Wealth Management, has been named to GSA Business Reports Forty Under 40 list for 2024. GSA Business Report’s Forty Under

Did you know that there is a long-held belief that most wealth sustains itself for only three generations? The first generation makes it, the second generation inherits it, and by the third, it is almost completely diminished.
It doesn’t have to be this way! Being a good steward of generational wealth is a way to turn your lifetime labors into acts of love that will continue long after you’re gone.

A Legacy of Love: Preserving Generational Wealth - Wagner Wealth Management Generational wealth is more than just a financial asset; it is a legacy passed down through time, a testament to the hard work and wisdom of those who came before. Being a good steward of generational wealth is a way to turn your lifetime labors of love into acts of love that will continue long... R...

Join us in welcoming Shanna Alexander Walker to the Wagner Wealth team! Shanna joined WWM in January as Director of Communications. An Upstate native, Shanna has a degree in finance from Wofford College. She has previously worked in the financial services industry, as well as commercial real estate finance and development. For the past few years, Shanna has committed her time to local non-profit organizations and worked as a Content Coordinator for a local print publication.
We’re excited to have Shanna on our team and look forward to all we’ll accomplish together.

Wagner Wealth Management hires Shanna Walker as Director of Communications - Who's On The Move Wagner Wealth Management has added Shanna Walker as their Director of Communications. A native of the Greenville area, Walker earned a degree in finance from Wofford College. Her background includes…

The beginning of a new year is the ideal time to let go of unnecessary financial clutter. Organizing your important documents and securely disposing of old statements, tax returns, and unneeded copies of bills can put you on the path to a more productive and prosperous 2024. Our Jennifer Osgood shares some simple steps on how to get started.

Letting Go of Financial Clutter - Wagner Wealth Management Let go of unnecessary financial clutter that may be weighing you down.

Happy to see the news spreading about the Empowering Women honorees, and proud to be on this list!

Wagner Wealth Management named one of SC Biz News’ Inaugural 2023 Empowering Women Award Winners GREENVILLE, S.C. – Wagner Wealth Management has won an SC Biz News’ 2023 Empowering Women Award. The Empowering Women Awards are designed to showcase tangible and innovative efforts by companies,

Very excited to share that Wagner Wealth Management has been recognized as an honoree by SC Biz News for their inaugural Empowering Women event!

This new, statewide recognition showcases efforts by companies, non-profits, and other organizations to advance women in the workplace and community in SC.

“Honorees demonstrate a track record of hiring and promoting women; support programs to mentor women in their organizations and address inequalities, show a strong record of women on the company’s board or in C-suite positions; and establish DEI programs and philanthropic efforts to support women.”
Read more here: https://gsabusiness.com/announcing-meet-sc-biz-news-inaugural-empowering-women-honorees/
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Do you make a plan each year for charitable giving? Intentional and responsible philanthropy is a way to promote values, leave a lasting legacy for future generations, and provide deeper meaning and purpose to your wealth. The start of a new year is a great time to speak with your wealth advisor to assess your overall financial plan and set philanthropic goals.

Strategic Philanthropy: Maximize Your Charitable Giving - Wagner Wealth Management Maximize your charitable giving with strategic philanthropy

Ending the year on a high note... Wagner Wealth was recognized as Best Financial Planner in the Post and Courier--Greenville Readers' Choice Contest. We are incredibly proud of all our advisors who strive for excellence day in and day out. Our team is prepping and planning for a successful 2024!

Wagner Wealth Management voted Best Financial Planner in Post and Courier Greenville Readers’ Choice Contest GREENVILLE, S.C. –Wagner Wealth Management has won Best Financial Planner in the Post and Courier Greenville’s inaugural Readers’ Choice contest. During the voting period, more than 6,000 local Greenville County

Congratulations are in order for our COO, Mimi Edwards! Mimi has been designated a Bronze Level winner in Greenville Business Magazine’s SC Best in Business Awards in the category of Best Chief Operating Officer. Great work, Mimi! We are proud to have you on the team and appreciate all that you do.

Great seeing Jennifer Osgood on Fox Carolina, talking about strategic philanthropy. This time of year many of us consider charitable giving, which is a valuable and rewarding part of a solid financial plan.

Volatile markets, while not unusual, can cause uneasiness for many investors. The ability to prepare and react within market swings is key to keeping your cool and protecting your portfolio.

By consulting historical data, trends, and prior successes, you can form a plan to withstand market volatility. With the right strategy and mindset, you can minimize the effect of these swings and help your portfolio grow in the future.

Navigating Through Volatile Markets - Wagner Wealth Management Volatile markets, while not unusual, can cause uneasiness for many investors. The ability to prepare and react with market swings is key to keeping your cool and protecting your portfolio. By consulting historical data, trends, and prior successes, you can form a plan to withstand market volatility....

For many small business owners, running an enterprise has endless day-to-day demands. As such, planning for retirement falls low on the priority list. Some small business owners view the business itself as their retirement plan, assuming the business’s eventual sale will fund their non-working years. This is a risky prospect, as a poorly timed market downturn or an unforeseen personal event can significantly alter profit projections.
Read more here:

Small Business Retirement Plans - Wagner Wealth Management For many small business owners, running an enterprise has endless day-to-day demands. As such, planning for retirement falls low on the priority list. Some small business owners view the business itself as their retirement plan, assuming the business’s eventual sale will fund their non-working yea...

Join us in extending a hearty “Congratulations” to Jennifer Osgood who has officially been named President and Equity Partner with Wagner Wealth. Jennifer consistently goes above and beyond for our clients and her behind-the-scenes work is worthy of recognition. Dan Wagner continues in his role as CEO and Managing Partner, providing the top-notch service and expertise our clients have come to expect.
Congratulations, Jennifer, and thank you so much for all you do!

Wagner Wealth Management names Jennifer Osgood President - Who's On The Move Wagner Wealth Management, one of the region’s leading wealth management firms, has named Jennifer Osgood as President and Equity Partner. Dan Wagner, the firm’s founder, continues in his role as…

What a great day, being named Small Business of the Month by Greenville Chamber! Jennifer Osgood and Mimi Edwards represented our team like superstars this morning on WSPA. So proud of our firm and grateful for the advisors and clients who made this happen. Very appreciative to the Chamber for this recognition!

Greenville Chamber of Commerce - Wagner Wealth Management Named September Small Business of the Month Wagner Wealth Management is committed to helping clients build, grow, and preserve wealth. We are a client-focused firm, offering a host of services, including financial planning, asset management, business consulting, and business succession planning for high-net-worth individuals and companies.

The September issue of Greenville Business Magazine just came out, and look who is gracing the pages? It’s our own Hayden Turlington, one of GBM’s Best and Brightest under 35. Way to go, Hayden! We wholeheartedly agree!

If you’re a business owner, you’ve likely poured your heart and soul into your business, and it’s hard to imagine how it will go on without you. However, odds are that you’ll have to hand over the reins eventually, whether that is voluntarily, when you retire, or involuntarily, due to an unexpected event. Having a solid business succession plan can give you peace of mind that your business will be in good hands. Read more at: bit.ly/3OPnPu7

Join us in extending a warm welcome to Erin Brown! Erin joined Wagner Wealth Management this summer as a Wealth Planner. With over six years’ experience in the financial services industry, Erin is a fantastic addition to our team.
In her role as a Wealth Planner, Erin spends much of her time supporting our Wealth Advisors and working with our clients to reach their goals. She is well-versed in research and data analysis for developing long-term plans for our clients.
Welcome aboard, Erin!

Honored and humbled to receive Best of the Upstate in the Investment Firm category for 2023's Official Community Choice Awards. Many thanks to all our clients and vendors who cast their votes for us. Many more thanks to our incredible team who work hard every day, being THE BEST!

https://greenvillenewssc-sc.newsmemory.com?selDate=20230723&goTo=S32&artid=0