Wagner Wealth Management specializes in helping high net worth individuals and companies reach their personal and professional goals. We understand that people who have achieved great success have worked hard and sacrificed much to get where they are and see goals in not just financial terms. In many cases, their needs and goals may be complex and involve multiple constituents. We welcome the challenge of such situations and look forward to working for you to find the best solutions. Highly successful people avoid doing things the easy or expected way, preferring instead to live an authentic, creative life. That’s precisely why we like them. As a boutique firm, we are always most drawn to the investor who has forged his or her own path in life. We’re creative thinkers, too, and can appreciate the value of looking at investments like we look at partnerships — as an opportunity to create something unique and lasting. Because we expect the relationships we pursue to extend over many years, we’re singularly committed to adding significant value to every handshake, every meeting and every client’s goals and aspirations. Securities offered through Triad Advisors, LLC Member FINRA/SIPC. Advisory Services provided through Wealth Management Advisors, LLC, A Registered Investment Advisor. Wealth Management Advisors, LLC & Wagner Wealth Management are not affiliated with Triad Advisors, LLC.
View Top Employees from Wagner Wealth Management, LLCWebsite | http://wagnerwealthmanagement.com |
Revenue | $14.2 million |
Employees | 11 (6 on RocketReach) |
Founded | 2007 |
Address | 3 Legacy Park Road Suite A, Greenville, South Carolina 29607, US |
Phone | (864) 236-4706 |
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Industry | Investment Management, Business Services General, Business Services |
Competitors | Bay Harbor Wealth Management, Pillar Wealth Management, Poulos Advisors, Inc., Selkirk Wealth Advisors, LLC, Waterford Advisors, LLC |
SIC | SIC Code 874 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 561 Companies, NAICS Code 56111 Companies, NAICS Code 561110 Companies, NAICS Code 56 Companies, NAICS Code 5611 Companies |
Looking for a particular Wagner Wealth Management, LLC employee's phone or email?
The Wagner Wealth Management, LLC annual revenue was $14.2 million in 2024.
Jennifer Osgood is the President of Wagner Wealth Management, LLC.
6 people are employed at Wagner Wealth Management, LLC.
Wagner Wealth Management, LLC is based in Greenville, South Carolina.
The NAICS codes for Wagner Wealth Management, LLC are [561, 56111, 561110, 56, 5611].
The SIC codes for Wagner Wealth Management, LLC are [874, 87].