Client Stories

At Wagner Wealth Management, we understand that each client is different, with different goals, different priorities, different hopes and dreams.

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Helping a Family in Transition

“Putting her fears to rest was key in establishing trust and confidence that she could get through this.”

A long-time client and friend of the firm was faced with a devastating diagnosis – Alzheimer’s.  He had been the primary person managing the couple’s wealth but was slipping quickly.  His wife, often not involved in our normal meetings, was overwhelmed with the reality of what she would need to learn, and the permanent change their life would take.  Putting her fears to rest was key in establishing trust and confidence that she could get through this difficult time. 

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Wagner Wealth assisted in reviewing the assets they had spread across many brokerage firms and advisors, ensured their estate plan was in order and assets were titled properly, and helped facilitate their transition to a local assisted living facility.  She needed support in reviewing contracts and payment options between insurance, savings, and the new facility while she was busy preparing to move.  We were able to work with the facility directly on payment and help coordinate some of the details of the move.  Today, we continue to involve both clients in the meetings and are now including their daughters to help support their mom during this time of transition.

A Successful Entrepreneur with a Complex Financial Situation

“By restructuring the ownership of their businesses, they have reduced their risk exposure to better assist in them meeting their long term financial goals.”

Lifelong entrepreneurs, our clients had multiple businesses and a desire to retire.  Wagner Wealth’s first project was to connect them with a local attorney to restructure their businesses into a more protective manner.  We ran numerous exit strategy alternatives to provide them options and to help them make fully informed decisions.  Additionally we modeled their personal financial plan and investments around their future lifestyle plans, education funding for their grandchildren and advised their grown children on their personal investments.  We also completed a full insurance analysis including life, health, key man and long term care, introduced them to a new estate planning attorney, and helped coordinate a revised estate plan.

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We continue to coordinate with our client’s CPA and attorneys, and collaborate with them on their long term financial objectives.  By restructuring the ownership of their businesses, they have reduced their risk exposure to better assist them in meeting their long term financial goals.

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Starting a New Legacy

“We designed a portfolio around the concentrated stock position and made recommendations to effectively manage the position size and risk as part of the overall portfolio.”

We were introduced to this family as they were looking for comprehensive advice around a large legacy stock holding, an inherited family trust, and a family foundation.  In addition, individual family members had their own goals and objectives to address.  We began by getting to know each of the core family members, their charitable goals, and their desire to manage their portfolios in a way that suited their individual needs.

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We designed a portfolio around the concentrated stock position and made recommendations to effectively manage the position size and risk as part of the overall portfolio.  We also recommended changes to the charitable trusts in order to better address the family’s philanthropic desires.  This work included coordinating actual document changes with a local law firm.  Finally we worked individually with family members to optimize estate planning outcomes given the constraints imposed on them by the trust.  We continue to work closely with this family on both financial planning and investment management, including ongoing guidance for the concentrated stock position.

Untangling the Unknown

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

We were introduced to our client after the unexpected loss of her husband.  She had never been involved in the day to day financial management of their lives and had many questions and concerns.  Managing grief, she was also concerned if she had enough assets to live on and to help provide for an adult child with special needs.

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Wagner Wealth started by reviewing a large file of brokerage statements and tax returns to determine what assets truly existed.   We uncovered additional investment accounts she was not aware of, and were able to quickly assure her that she had adequate resources to live out her life.  We assisted the client throughout the process of filing death certificates, re-titling assets, and coordinating asset transfers.  In addition, we recommended an attorney who drafted a new estate plan and a special-needs trust. We also introduced her to an accountant who could prepare her taxes at a reasonable cost. Wagner Wealth was able to provide peace of mind during a very difficult time.

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