We serve individuals and families looking to protect what they have today, and plan for tomorrow. Wagner Wealth collaborates with clients on meeting future goals such as sending kids to college, retiring, or leaving a legacy. Clients seek comfort in knowing they have taken the right steps to secure their financial future.
We collaborate with clients as they are building their business, exiting their business, and planning for their personal financial future. Wagner Wealth provides counsel around ownership structures, monetizing the business for ownership transfer, managing risk, and executing tax strategies.
Ownership in a firm adds complexity to one’s financial life. Partners must manage cash to meet quarterly tax payments in anticipation of annual distributions. Executives with stock options must balance diversification with their firm’s ownership requirements. Wagner Wealth collaborates with clients to make sure they are making the most of their opportunities.
The death or serious illness of a spouse or family member can change life plans quickly. Having a partner to navigate through these difficult times can be reassuring. Similarly, a divorce can be a disruptive life event. Our advisors provide reassurance and calm when navigating through these painful and unsettling times.
Families with three or four generations of wealth have unique situations. Wagner Wealth partners with these families and their advisors to accommodate their diverse financial needs.