Trusted partners in shaping your financial journey

Wealth Management Services

At Wagner Wealth, we specialize in delivering wealth management services that extend beyond traditional investment approaches. Our tailored processes are designed to address the specific financial needs of every client, offering an array of solutions such as coordinated estate planning, tax and financial strategy development, consolidated reporting, and cash flow optimization. These services empower our clients to focus on their personal priorities while we handle the complexities of their financial landscape.

Our commitment is to provide a wealth management platform rooted in integrity, professionalism, and efficiency, ensuring a seamless and personalized experience for every client.

We take the time to deeply understand your – or your family’s – long-term vision, including major financial milestones, estate and tax considerations, and family governance priorities. By addressing these essential areas, we aim to not only meet but surpass your financial goals, building a foundation for sustained success and legacy planning.

Asset Accumulation
  • Evaluate and recommend investment strategies tailored to your unique needs and best interests.
  • Create, implement, and regularly update a personalized Investment Policy Statement (IPS).
  • Set clear financial goals and monitor progress toward achieving them.
  • Establish an optimal account structure to support your financial objectives.
  • Provide guidance on managing family wealth dynamics.
  • Adjust and realign investments as circumstances evolve.
  • Offer expert analysis and planning for stock options.
Estate Planning
  • Oversee and thoroughly review all necessary documentation.
  • Implement multi-generational planning and wealth transfer strategies.
  • Work closely with estate attorneys to optimize outcomes for your heirs and charitable endowments.
  • Review and advise on titles and beneficiaries to ensure proper alignment.
  • Manage fiduciary and trustee services with care and expertise.
  • Provide strategies for protecting your wealth.
  • Establish and maintain relationships with external trust companies for irrevocable trusts.
Retirement & Income Planning
  • Provide comprehensive, planning-driven asset management.
  • Create customized retirement planning strategies.
  • Assess current and future income needs for effective income planning.
  • Develop education funding strategies.
  • Plan for future expenses and align portfolios accordingly.
  • Formulate distribution and retirement income strategies tailored to your goals.
Business Planning
  • Utilize the right resources at the optimal time for a smooth transition.
  • Minimize risks while preparing for the future.
  • Assist in identifying and evaluating potential exit strategies.
  • Analyze the tax implications of various transition options.
  • Create tailored, strategic transition plans to meet your goals.
Tax Planning
  • Collaborate with CPAs, tax advisors, and estate planning attorneys to optimize your strategy.
  • Offer expert guidance on municipal and other tax-efficient investment options.
  • Implement tax-efficient strategies across all aspects of wealth management, including financial planning, estate planning, asset accumulation, asset allocation, and Social Security planning.
Asset Allocation Strategies
  • Create a personalized risk profile and establish capital appreciation goals.
  • Design a tailored asset allocation strategy with integrated household allocation modeling.
  • Apply risk-return principles and asset class frameworks to guide investment decisions.
  • Assess both opportunities and risks to ensure optimal asset distribution.
  • Employ a balanced approach using strategic, tactical, and blended investment strategies.
Legacy Planning
  • Implement charitable trusts, gifting strategies, and other philanthropic initiatives.
  • Stay informed on legislative changes and proactively advise on Qualified Charitable Donations for IRAs.
Long Term Care Planning
  • Conduct comprehensive long-term care risk assessments.
  • Provide expert consulting on long-term care insurance options.
  • Coordinate with Power of Attorney (POA) for the payment of care services.
Social Security & Medicare Planning
  • Advise on optimal timing strategies to maximize your Social Security benefits based on your unique circumstances.
  • Coordinate spousal and retirement benefits to maximize lifetime benefits for married couples.
  • Provide strategies to minimize the reduction of spousal and survivor benefits when a government pension triggers the Government Pension Offset rule.
  • Develop strategies to reduce the impact of the Windfall Elimination Provision on retirement benefits when a government or foreign pension is involved.
  • Ensure seamless coordination of benefits with Medicare and private disability policies.
Education Planning
  • Create strategic plans for managing education expenses.
  • Develop customized savings models to meet educational goals.
  • Advise on available tax-advantaged options for funding education.
  • Recommend investment strategies tailored to the individual’s age and circumstances.
  • Provide personalized advice based on family structure and unique needs.
Insurance Consulting
  • Conduct thorough policy reviews and suitability assessments.
  • Advocate on your behalf to recommend the best-fit solutions and strategies.
  • Provide survivor protection to safeguard your loved ones.
  • Offer income preservation strategies to ensure financial stability.
  • Design estate preservation plans to protect your legacy.

Top Quality Service

Focusing on what matters most

your goals are at the heart of everything we do.

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