Investment Management

Wagner Wealth Principles of Investing

We will design a custom portfolio for you based on the goals and objectives of your financial plan.

Your investments should be intended to meet the goals of your financial plan, not to beat the stock market.

We believe that reducing volatility in a portfolio is the key to compounding wealth.

Diversification is an essential tool to keep your investments on track with your financial plan. A concentrated portfolio creates a high risk of loss.

You must take on enough risk to meet your financial plan. Excessive bonds or cash in a portfolio can reduce needed returns.

A traditional allocation to stocks, bonds and cash have not met investors' financial goals over the last ten years. We allocate less than half of a portfolio to stocks to lower volatility.

We believe investors deserve the most sophisticated portfolio available, regardless of their wealth. For those reasons, we employ a similar sophisticated approach to investing employed by many major endowments and pension funds.

Wagner Wealth Management is pleased to announce it has been included in the National Association of Board Certified Advisory Practices’ (NABCAP) Premier Advisor list for 2012. The list recognizes advisory practices in the Denver area that represent the best in quality wealth management.