NEWS & BLOGS

GREENVILLE, SC – Two members of the Wagner Wealth Management team have been honored in the inaugural SCBIZ Leaders in Business & Finance Awards. CEO and Founder Dan Wagner was honored in the Wealth Advisor category, while Wealth Advisor Clay Koch washonored in the Rising Star category. “Our firm operates with a team approach, which isn’t always the case in the wealth management industry,” Wagner said. “We believe this approach is incredibly advantageous to our clients because

GREENVILLE, SC – Jennifer Osgood, President of Wagner Wealth Management, has been named to SCBIZ’s Top 100 Women list. A Clemson graduate, Osgood began her career with Wagner Wealth in 2007 as a Wealth Advisor, and soon became Managing Partner and an equity owner. In 2023, she was named the firm’s President. In the community, Osgood has served in leadership roles with Upstate civic and non-profit organizations such as A Child’s Haven and the Greater Anderson Rotary Club. Sh

GREENVILLE, S.C. — Koch, a wealth advisor with Wagner Wealth Management, has been named to GSA Business Report’s Forty Under 40 list for...