Wagner Wealth Management is committed to helping clients build, grow, and preserve wealth. We are a client-focused firm, offering a host of services, including financial planning, asset management, business consulting, and business succession planning for high-net-worth individuals and companies.

We address our client’s complex needs from a team perspective. We don’t use a one size fits all approach; our wealth management strategies are tailored individually to fit each client and their specific situation. Our team includes some of the most experienced advisors in Greenville, as well as highly recognized up-and-coming members of the financial industry.

At Wagner Wealth Management, we know each and every one of our clients personally. Our goal is to establish lasting relationships with our clients and support the Greenville community at large. Our clients are residents and business owners in the Greenville area, so we all have a stake in the success of our community.

“All ships rise with the tide,” says Dan Wagner, founder and CEO. “That’s why Wagner Wealth Management and our team members sponsor local events and sit on the boards of multiple nonprofit organizations. Greenville has come such a long way since our time here, and we try to support the community in any way we can.”

The team of advisors at Wagner Wealth Management recognizes that our clients have worked hard to build their wealth. We work just as hard to help them build on their success, grow their wealth, and leave a legacy for generations to come.