Investment Philosophy

Our investing approach starts with the client’s comprehensive financial plan.

We design a portfolio to take on as much risk and volatility as necessary to meet the clients’ goals, but no more. We believe that reducing volatility in a portfolio is the key to compounding wealth. Moreover, we believe our clients have the right to the most sophisticated portfolio available, regardless of their wealth. For these reasons, we employ the same sophisticated approach to investing employed by major endowments and pension funds.

Wagner Wealth Management has been included in the National Association of Board Certified Advisory Practices' (NABCAP) Premier Advisor list for 2011, with special mention as a Risk Management Star. This list recognizes advisory practices in the Denver area that represent the best in quality wealth management.