About Us

Wagner Wealth Management helps clients effectively manage their financial affairs so they can focus on those areas that give their life meaning and purpose.

Established in 1996, Wagner Wealth Management was founded with one purpose – to help friends and family plan for their financial futures.

Today we collaborate with over 250 individuals and families, helping them meet their financial goals. We offer a diverse team with different backgrounds, credentials and life stories.

We all share the same goal: to help our clients effectively manage their financial affairs so they can focus on those areas that give their life meaning and purpose.

WWM Team

From top left to right: Laura Pond, Gary Wagner, Irwin Wagner, Brad Noland.  From middle left to right: Darrell Laing, Allison Jensen, Heather Johnson, Collin Schmidt.  From bottom left to right: Amy Boyd, Julie Goodrum, Gianna Viele.

Our Core Values

  • Client Centric

    We are committed to providing exceptional service and the highest level of consulting to our clients. Every decision we make has our client’s best interests in mind.

  • Passion & Innovation

    We are committed to having the best people, processes and technology available. We approach every challenge with intellectual rigor, and consistently ask “how can we be better”.

  • Honesty & Integrity

    We are committed to engaging with our clients, and each other, with respect, humility and fairness.

  • Fun & Philanthropy

    We are committed to giving back and having fun in what we do.

The Wagner Wealth Team

UNTANGLING THE UNKNOWN

“Wagner Wealth Management was able to provide peace of mind during a very difficult time.”
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