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.
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.
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”.
We are committed to engaging with our clients, and each other, with respect, humility and fairness.
We are committed to giving back and having fun in what we do.