Investment Management

We believe reducing volatility in a portfolio is the key to compounding wealth.  We design portfolios to take on only as much risk and volatility as necessary to meet the clients’ goals and objectives.

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Financial Planning

We wake up every day with the goal of helping our clients naviagate through the chaos of their financial lives.

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NABCAP Premier Advisor 2011

Publications & Presentations

NEWSLETTER EDITION - 2nd Quarter 2012 - During the 1st Quarter, the global economy was calmer. Not only did global stocks enjoy a substantial price increase, the pr...

NEWSLETTER EDITION - 1st Quarter 2012 - 2011 was a year of alternating hope and fear in the global stock market. ...

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Wagner Wealth Management, LLC
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