Investment Management

We believe reducing volatility in a portfolio is the key to compounding wealth.  We design portfolios to take on only as much risk and volatility as necessary to meet the clients’ goals and objectives.

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Financial Planning

We wake up every day with the goal of helping our clients navigate through the chaos of their financial lives.

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Publications & Presentations

Summary of Recent Economic Data - The economy added 255k jobs in July, significantly above consensus estimates and the 2016 average of 186k. ...

Wagner Wealth News - We are pleased to announce that Darrell Laing, Amy Boyd, Collin Schmidt and Julie Goodrum are now partners of Wagner Wealth M...

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