Wagner Wealth Management

  • Investment Bank/Securities Brokerage
  • Greenville SC
  • 2 employees
  • Investment Management
Get Full Info

Company Overview

Headquarters
3 Legacy Park Road, Suite A, Greenville SC
Website
wagnerwealthmanagement.com
Employees
2
Founded in
2007
Industry
Investment Bank/Securities Brokerage
More Details

Financials & Stats

Revenue

$10B

More Financials

Who is Wagner Wealth Management

This is a great start to a company bio! It's clear, concise, and highlights the unique value proposition of Wagner Wealth Management. Here are a few suggestions to make it even stronger: **1. Focus on the Client:** * While you mention "high net worth individuals and companies," consider starting with a sentence that directly addresses their needs and aspirations. For example: * "At Wagner Wealth Management, we understand that your success is built on more than just financial returns." * "For discerning individuals and businesses, we craft personalized strategies that align with your unique goals and values." **2. Expand on Your Unique Approach:** * You mention being a "boutique firm" and having a "unique" approach. Elaborate on what sets you apart from other wealth management firms. Do you have a specific investment philosophy? A particular area of expertise? **3. Quantify Your Success:** * Whenever possible, use numbers to demonstrate your expertise and track record. For example: * "We have a proven track record of helping clients achieve an average annual return of X%." * "Our team has over X years of combined experience in wealth management." **4. Add a Call to Action:** * Encourage readers to take the next step. This could be a simple invitation to contact you for a consultation or learn more about your services. **5. Refine the Tone:** * The current tone is a bit formal. Consider using more conversational language to create a stronger connection with your audience. **Here's an example of how you could revise the bio:** "At Wagner Wealth Management, we understand that your success is built on more than just financial returns. For discerning individuals and businesses, we craft personalized strategies that align with your unique goals and values. As a boutique firm, we take a hands-on approach, leveraging our deep expertise in [mention your area of expertise] to help you achieve lasting financial security. With a proven track record of success and a team of experienced advisors, we are dedicated to helping you navigate the complexities of wealth management and build a brighter future. Contact us today to schedule a complimentary consultation."

Company Leadership

Dan Wagner

Founder, Chief Executive Officer

Phone Email

Wagner Wealth Management Industry Tags

Financial Services
Investments
Financial Planning
Retirement Planning
Wealth Management
Portfolio Management
Risk Management
View All Industry Tags

Companies Similar to Wagner Wealth Management

Analyze industry trends and opportunities by examining competitors and companies comparable to Wagner Wealth Management, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
10M Santa Monica, CA 2012
10M 4 New York, NY 2015
10M 11 2013
10M 14 Freiburg, CA 2010
10M 3 Saint Paul, MN
View More Companies

FAQ

What is the location of Wagner Wealth Management's headquarters?
The headquarters of Wagner Wealth Management are situated at 3 Legacy Park Road, Suite A, Greenville SC
What is Wagner Wealth Management's official website?
The official website of Wagner Wealth Management can be found at wagnerwealthmanagement.com.
What is Wagner Wealth Management's current revenue?
As of February 2024, Wagner Wealth Management's annual revenue reached $10B.
How many employees does Wagner Wealth Management currently have?
Wagner Wealth Management employs approximately 2+ people as of February 2024
Which industries is Wagner Wealth Management primarily operating in?
Wagner Wealth Management operates in the following industries: Investment Management
Who is the Founder, Chief Executive Officer of Wagner Wealth Management?
Wagner Wealth Management's Founder, Chief Executive Officer is Dan Wagner
What are Wagner Wealth Management's industry tags?
Wagner Wealth Management's industry tags include: Financial Services, Investments, Financial Planning
When was Wagner Wealth Management founded?
Wagner Wealth Management was founded in 2007.

Employee Directory

Key Employees

Jennifer Osgood

President

Phone Email

Hayden Wilson

Financial Advisor

Phone Email

Shanna Walker

Director of Communications

Phone Email

Jeff Herman

Equity Partner/Chief Operating Officer

Phone Email