About Wagner Wealth Management LLC
Wagner Wealth Management LLC is a leading financial advisory firm that has been helping clients achieve their financial goals for over 25 years. With extensive experience and expertise, the firm has established a strong reputation for providing top-quality financial services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
The team at Wagner Wealth Management LLC understands that each client is unique and has different financial needs and goals. They work closely with their clients to develop personalized strategies that align with their specific financial objectives. Some key takeaways of how the advisor helps clients include:
- Creating customized financial plans tailored to individual needs and risk tolerance.
- Offering a wide range of financial services to help clients achieve their goals.
- Providing ongoing support and guidance to ensure clients stay on track with their financial plans.
Facts and Insights
Wagner Wealth Management LLC is a reputable financial firm with a proven track record of success. Here are some key facts and insights about the firm:
- Assets Under Management: The firm currently manages over $500 million in assets for its clients.
- Number of Advisors: Wagner Wealth Management LLC has a team of highly experienced advisors, including certified financial planners, investment advisors, and estate planning advisors.
- Time in Business: With over 25 years of experience in the financial services industry, the firm has a deep understanding of the markets and how to help clients navigate them.
Financial Services Offered
Wagner Wealth Management LLC offers a comprehensive range of financial services to meet the diverse needs of its clients. These include:
- Investment Management
- Estate Planning
- Retirement Planning
- Tax Planning
- Risk Management
- Education Planning
Client Types
The firm caters to a wide range of clients, including:
- Individuals and Families
- Small Business Owners
- Corporate Executives
- Nonprofit Organizations
Fees & Compensation
Wagner Wealth Management LLC operates on a fee-based model, which means that their compensation is based on a percentage of assets under management. This ensures that the firm is always acting in the best interests of its clients and their financial well-being. The firm is committed to transparent and fair fees and provides clients with a clear breakdown of all charges before any services are rendered.
Background
Wagner Wealth Management LLC was founded by John Wagner, a seasoned financial advisor with over 30 years of experience in the industry. John holds a degree in Finance and Economics and is a certified financial planner. He has built a team of highly qualified professionals who share his passion for helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
Wagner Wealth Management LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, the firm adheres to strict guidelines and regulations to protect the interests of its clients. Some important disclosures to keep in mind include:
- The firm has a fiduciary duty to act in the best interests of its clients at all times.
- The firm may receive compensation from third-party providers for recommending their products or services to clients.
- Wagner Wealth Management LLC has no disciplinary history with any regulatory body.
In conclusion, Wagner Wealth Management LLC is a reputable financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With a team of experienced advisors, transparent fees, and a commitment to client satisfaction, the firm continues to be a top choice for individuals, families, and businesses seeking financial advice.