“Well Done is Better than Well Said” – Benjamin Franklin
Wagner Wealth Management is grounded by the principles of providing sound investment advice and exceptional service to clients. We share a personal relationship with successful individuals and families that stretches across generations, economic and market cycles.
Our role is to offer guidance and oversight in helping you pursue your life goals. You bring your unique needs to us and we will work closely with you to identify your investment objectives and your risk tolerance. This approach is personalized, flexible, and based on sound investment principles.
We begin with looking at your entire financial picture. During our initial meetings, we will discuss where you are, and where you want to go. We will review critical areas of your financial and personal life and will guide you through a discussion, including the following questions:
“What is it that you hope will happen over the balance of your life?”
“How can we help you achieve those things?”
We take a comprehensive approach to addressing wealth management issues and our meetings may include other professional advisors such as a CPA and an attorney. Partnering with your estate and tax advisors is just the beginning. We will listen to you and craft a plan that helps you meet your investment goals and helps you answer the important question:
“Will we run out of money before we run out of time?”
Let’s have a discussion about who you are, your needs, and where you want to go.
Aric Wagner of Wagner Wealth Management is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Idaho, Illinois, Kansas, Massachusetts, Maryland, Minnesota, Mississippi, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia and Wyoming.