top of page

Wagner Wealth Management honored as Best in the Upstate

  • GreenvilleBlogger
  • Jul 25, 2025
  • 1 min read

GREENVILLE, S.C. —  For the third year in a row, Wagner Wealth Management has been honored as the top investment firm in the Upstate, according to the readers of The Greenville News.


Best of the Upstate celebrates and recognizes the top people, places, and businesses the regional community offers. Using a two-tiered voting system, thousands are nominated across numerous categories.


Founded in 2007, Wagner Wealth Management specializes 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.


“We are not in this business for awards. We are in it because we want people to build, grow, and preserve the assets that provide them comfort,” said Dan Wagner, the company’s CEO and Founder. “But these honors underscore that what we are doing is working and helping others.”


About Wagner Wealth Management:

Wagner Wealth Management specializes in helping individuals and companies reach their personal and professional goals. Wagner Wealth Management currently advises on more than $1.5 billion in client assets; their experience is diverse, exceptional, and ready to work. The firm has offices in Anderson, Greenville, and Seneca. Learn more at www.wagnerwealthmanagement.com.


Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services through Wealth Management Advisors, LLC. Arkadios Capital and Wealth Management Advisors, LLC are not affiliated through any ownership.


Recent Posts

See All
The Insurance Source honored

GREER, S.C. – The Insurance Source has taken home the Best Insurance Agency in the Best of South Carolina Awards. Being recognized in the 2026 Best of South Carolina Awards is a significant achieveme

 
 
 

Comments


bottom of page