Retirement planning
Personalized strategies for retirement income and financial goals.
Wagner Wealth Management
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About Wagner Wealth Management
Holistic financial planning and fiduciary financial advising are the core services offered by this firm. It specializes in retirement planning and develops personalized strategies using tools such as eMoney Advisor. Services include investment management, tax optimization, estate planning coordination, consolidated reporting, and cash flow planning. For asset accumulation, the firm evaluates investment strategies, creates and updates investment policy statements, monitors financial goals, and advises on stock options. Estate planning work includes reviewing documents and beneficiary designations, coordinating with estate attorneys, and planning wealth transfers. The firm also provides fiduciary and trustee services. Recommendations are tailored to clients' goals, circumstances, and values, with financial planners, tax strategists, and estate planning specialists working collaboratively. Wagner Wealth Management serves clients in Charlotte, as well as Tampa and St. Petersburg, Florida.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Investment management
Investment strategies, policy statements, and ongoing adjustments.
Estate coordination
Wealth transfer planning and coordination with estate attorneys.
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