Becoming a Client

At Wagner Wealth Management, every client receives a customized plan suited to their unique needs and circumstances.

  • DISCOVER

    We listen to and understand your financial needs, goals and expectations and measure them against your current situation.

  • REVIEW

    We review your spending, savings, investment accounts, estate planning, tax posture, goals and objectives.

  • PLAN

    We prepare a detailed financial plan and investment plan suited to your individual needs, goals and circumstances.

  • IMPLEMENT

    We partner with you to implement a financial action plan to achieve your goals.

  • REVIEW PROGRESS

    Ongoing meetings to review progress towards completing action items, meeting goals and modifying the plan as required.

Absolute Integrity

Our firm offers absolute integrity and trust as an independent, fee-only counselor – we do not sell financial products or insurance, nor receive compensation from asset managers or insurance companies. As a true fiduciary, we advise and make recommendations suited to your individual circumstances, backed by a careful, holistic approach to wealth management.  Our minimum account size is $1 million, allowing our advisors to focus more attention on you and your family.

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