GREENVILLE, SC – Two members of the Wagner Wealth Management team have been honored in the inaugural SCBIZ Leaders in Business & Finance Awards. CEO and Founder Dan Wagner was honored in the Wealth Advisor category, while Wealth Advisor Clay Koch washonored in the Rising Star category. “Our firm operates with a team approach, which isn’t always the case in the wealth management industry,” Wagner said. “We believe this approach is incredibly advantageous to our clients because

GREENVILLE, SC – Jennifer Osgood, President of Wagner Wealth Management, has been named to SCBIZ’s Top 100 Women list. A Clemson graduate, Osgood began her career with Wagner Wealth in 2007 as a Wealth Advisor, and soon became Managing Partner and an equity owner. In 2023, she was named the firm’s President. In the community, Osgood has served in leadership roles with Upstate civic and non-profit organizations such as A Child’s Haven and the Greater Anderson Rotary Club. Sh

GREENVILLE, SC – Mimi Edwards, Chief Operating Officer for Wagner Wealth Management, has been named an SC Women in Business Award honoree. The SC Women in Business Awards are for female entrepreneurs, executives, employees and organizations they run and those who are making a difference. They are awarded by INTEGRATED MEDIA, which is the parent company of Greenville Business Magazine, Columbia Business Monthly, B2B: The Grand Strand, B2B PeeDee Business and Charleston Busines

GREENVILLE, SC – For the third year in a row, readers of the Post and Courier have named Wagner Wealth Management Greenville’s Best Financial Planner in the Post and Courier Greenville’s Readers’ Choice contest. For almost two decades, Wagner Wealth Management has specialized in customizing financial strategies for high-net-worth individuals and companies. By working closely together, they help their clients meet their personal and professional goals. More than 10,000 people

GREENVILLE, S.C. — Merging a career of business acumen, civic involvement, and mentoring, Dan Wagner was honored this week as one...

Wagner Wealth Management has earned a SC Biz News Empowering Women Award. This is the firm’s second consecutive win, having also earned this distinction in 2024.

GREENVILLE, S.C. — For the third year in a row, Wagner Wealth Management has been honored as the top investment firm in the Upstate,...