Wagner Wealth Management
Holistic financial planning that aligns with your goals, backed by fiduciary commitment that always puts you first.
Our Mission
At Wagner Wealth Management, we are a fiduciary financial advisory firm specializing in holistic retirement planning for clients in Charlotte, NC, Tampa, FL, and St. Petersburg, FL. Our mission is to help individuals, families, and business owners achieve lasting financial security through a coordinated, personalized approach.
Using advanced tools such as eMoney Advisor, we design strategies that integrate retirement income planning, investment management, tax optimization, and estate planning. Every recommendation is tailored to your unique goals, circumstances, and values—never a one-size-fits-all plan.
Our team combines seasoned financial planners, tax strategists, and estate planning specialists, working together to address the full spectrum of your financial life. This collaborative approach ensures you receive clear, actionable guidance backed by transparency and fiduciary care.
Whether you’re planning for retirement, growing your wealth, or preserving your legacy, we are committed to being your trusted partner every step of the way. At Wagner Wealth Management, your vision for the future becomes our shared mission.
Your retirement should be designed around your goals.
Wagner Wealth Management