Trusted partners in shaping your financial journey

Wealth Management

At Wagner Wealth, we specialize in delivering wealth management services that extend beyond traditional investment approaches. Our tailored processes are designed to address the specific financial needs of every client, offering an array of solutions such as coordinated estate planning, tax and financial strategy development, consolidated reporting, and cash flow optimization. These services empower our clients to focus on their personal priorities while we handle the complexities of their financial landscape.

Our commitment is to provide a wealth management platform rooted in integrity, professionalism, and efficiency, ensuring a seamless and personalized experience for every client.

We take the time to deeply understand your – or your family’s – long-term vision, including major financial milestones, estate and tax considerations, and family governance priorities. By addressing these essential areas, we aim to not only meet but surpass your financial goals, building a foundation for sustained success and legacy planning.

Asset Accumulation

  • Assess and prescribe a combination of investment strategies that are most suitable to you and in your best interest.

  • Develop, compose and maintain a customized Investment Policy Statement (IPS)

  • Establish goals and track progress

  • Set up account structure

  • Assist in managing family wealth dynamics

  • Rebalance and reallocate as circumstances change

  • Stock option analysis and planning

Estate Planning
  • Coordinate and carefully review documentation
  • Execute multi-generational planning and wealth transfer strategies
  • Collaborate and coordinate with estate attorney to optimize and enhance the outcome for your heirs and endowments
  • Title and beneficiary review and consultation
  • Manage fiduciary and trustee services
  • Provide wealth protection
  • Establish external trust company relationships for irrevocable trusts
Retirement & Income Planning
  • Comprehensive planning-based asset management
  • Retirement planning
  • Income planning – Assess current and future income needs
  • Education planning
  • Plan expenses and execute associated portfolio alignment
  • Develop distribution and retirement planning strategies
Business Transition Planning
  • Engage the right resources at the right time
  • Mitigate risk while preparing for the future
  • Help identify potential exit strategies
  • Assess tax implications of transition alternatives
  • Design strategic transition plans
Tax Planning & Efficiency
  • Interface with CPAs, tax and estate planning attorneys
  • Provide knowledgeable guidance in municipal and other tax-efficient investment strategies
  • Employ tax-efficient strategies across your various areas of wealth management (financial planning, estate planning, asset accumulation, asset allocation, social security planning)
Asset Allocation Strategies
  • Develop risk profile and capital appreciation expectations
  • Prescribe a customized asset allocation with cohesive household allocation modeling
  • Implement risk-return and asset class frameworks
  • Evaluate opportunities and risks
  • Utilize a prudent mix of strategic, tactical, and blended strategies
Philanthropy & Legacy Planning
  • Execute charitable trust, gifting and other philanthropic strategies
  • Monitor legislative changes, and proactively alert and advise on Qualified Charitable Donations for IRAs
Senior Care Planning
  • Long-term care risk assessment
  • Long-term care insurance consulting
  • Coordination with POA for payment of care
Social Security & Medicare Planning
  • Recommend timing strategies to help optimize benefits to your specific set of circumstances
  • Coordinate spousal and retirement benefits to maximize lifetime benefits for married couples
  • Advise on strategies to minimize the reduction of spousal and survivor benefits when a government pension triggers the Government Pension Offset rule
  • Develop strategies to minimize reduction of retirement benefits when a government pension or foreign pension triggers the Windfall Elimination Provision
  • Coordinate benefits with Medicare and private disability policies
Education Planning
  • Strategic planning for education expenses
  • Develop models of savings strategies
  • Discuss and recommend the available tax-advantaged vehicles
  • Recommend investment strategies tailored to the age and situation of the individual
  • Tailor advice based on family structure and situation
Insurance & Annuity Consulting
  • Policy review and suitability assessment
  • Advocate for you, for a best-fit set of solutions and strategies
  • Survivor protection
  • Income preservation
  • Estate preservation

Top Quality Service

Focusing on what matters most

your goals are at the heart of everything we do.

Schedule with us