Approach

We are consultants at heart.  We believe each client has a unique set of financial circumstances and we will partner with you through each phase of your financial life. 


As consultants, we do not bring our clients through a rote planning process.  Rather, we start by listening to you and developing a list of opportunities and challenges to overcome. We believe each client has a unique set of financial planning circumstances, whether it be retirement planning, estate planning, insurance, charitable giving or education funding. With Wagner Wealth Management you will not be handed the traditional "thick financial planning book". We will present understandable solutions and continual coaching to prioritize your planning tasks and see each project to completion.
Wagner Wealth Management, LLC
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