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.

Should the wealthy take advantage of new Roth IRA rules?
It depends....
An online article By Gary Wagner and Austin Lewis

Click here to read it

Wagner Wealth Management, LLC
Get Directions | Where to Park

Copyright 2010 Wagner Wealth Management