Wagner Wealth Management

Holistic financial planning that aligns with your goals, backed by fiduciary commitment that always puts you first.

Wagner Wealth working for you

For decades, the financial world has focused heavily on accumulation — building assets, growing portfolios, and preparing for retirement. Yet far less attention has been given to what happens next.

Transitioning from growth to distribution is not automatic. It requires strategy, coordination, and thoughtful design. Retirement is not simply the end of work — it is the beginning of a new financial phase that demands clarity and structure.

At Wagner Wealth Management, we take a deliberate approach to that transition. We align income, tax strategy, investment positioning, and legacy considerations to ensure every dollar serves a defined purpose — supporting the life you want to live and the future you intend to build.

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.

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Your retirement should be designed around your goals.

Wagner Wealth Management

Retirement Defined

At Wagner Wealth Management, stewardship guides every relationship we build. We empower individuals and families to move forward with clarity, discipline, and purpose — always considering the long-term implications of today’s decisions. Through a comprehensive and principle-centered approach, we help ensure your financial strategy reflects not just your assets, but your values and legacy.

Discovering Your Vision for Retirement

Wealth is not the destination — it is the tool. Retirement should reflect the life you want to live, not just the numbers on a statement.

Structuring a Strategy with Intention

Knowledge creates confidence. Our process centers on education, coordination, and thoughtful design to align income, investments, and long-term objectives.

Living with Confidence and Continuity

A successful plan is one that adapts and remains practical. We build strategies designed to be sustainable, clear, and aligned with your evolving goals.

How We Add Value

Wagner Wealth Management

Average Advisor

Institutional Investment Management

Retirement Income/Distribution Planning

Back Office Support

Proactive Tax Planning

Annual Tax Report

Exclusive Events & Happy Hours

Tax Filing - Wagner Tax: CLICK HERE

Estate Document Creation
*Through Strategic Partnership

Who we are

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We are not affiliated with any outside financial institution, brokerage, or investment company.

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Trust is exactly what everything in finance is built on. Without mutual confidence, no meaningful economic relationship can thrive — whether between individuals or institutions. At Wagner Wealth Management, that foundation of trust guides every strategy, every conversation, and every decision we make.

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Tax Planning

Mar 4, 2026

2026 Tax Planning: What’s Changed and Why It Matters Tax strategy in 2026 is not what it was even a year ago. New federal legislation has introduced notable adjustments that influence deductions, credits, retirement income strategies, and overall financial planning...