Wagner Wealth Management of Raymond James

Wagner Wealth Management of Raymond James Rick Wagner - Senior Vice President, CFP®, Wealth Management Therefore, a response to a request for information may be delayed.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this

site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Raymond James & Associates, Inc., member New York Stock Exchange/SIPC

Today we celebrate the dads who lead with strength, kindness and dedication. Wishing you a happy Father's Day!
06/21/2026

Today we celebrate the dads who lead with strength, kindness and dedication. Wishing you a happy Father's Day!

06/11/2026

New Podcast Episode!

IPO’s: Early vs. Late

On this week’s episode we discuss…Space X, where young Americans are buying homes, the annualized returns of gold vs. U.S. stocks over the past few decades, past IPO’s, which sports are the toughest to go pro in, inflation, who owns the U.S. national debt, Michael Burry’s track record since the Great Financial Crisis, as well as a great book recommendation from Rick.

Listen and watch us on…

YouTube
https://www.youtube.com/-WWM

Spotify
https://open.spotify.com/show/22OwI7s5PwnMIFoFwTBUqF

Our Website
https://www.raymondjames.com/wagnerwm/podcast-video

06/02/2026

New Podcast Episode!

Teeing Off at The Top

On this episode, Rick and Keith talk about Keith’s trip to the PGA Championship, news-driven fear selling compared to actual market returns, historic market recoveries, investing at all-time highs vs. all other days, Tim Cook’s time at Apple, politics vs. sound investment principles, tech stock valuations becoming inexpensive, mushroom production by state, gas prices, potential Space X IPO, as well as a TV show recommendation from Rick.

Listen and watch us on…

YouTube
https://www.youtube.com/-WWM

Spotify
https://open.spotify.com/show/22OwI7s5PwnMIFoFwTBUqF

Our Website
https://www.raymondjames.com/wagnerwm/podcast-video

We remember with gratitude those who made the ultimate sacrifice. Their legacy lives on.
05/25/2026

We remember with gratitude those who made the ultimate sacrifice. Their legacy lives on.

05/12/2026

New Podcast Episode!

Birds vs. The Market

On this episode of Capital Clarity, Rick and Keith talk about which Star Wars movie is actually the 3rd Star Wars movie, a time when you could beat the stock market with carrier pigeons, earnings for the S&P 500, AI companies’ spending, expected college enrollment in the U.S., life lessons from Warren Buffett as well as some book and movie recommendations.

Listen and watch us on…

YouTube
https://www.youtube.com/-WWM

Spotify
https://open.spotify.com/show/22OwI7s5PwnMIFoFwTBUqF

Our Website
https://www.raymondjames.com/wagnerwm/podcast-video

04/29/2026

New Podcast Episode!

Diamonds In the Rough?

The U.S. stock market’s historical performance during mid-term election years, Salesforce vs Exxon Mobil, natural diamond prices, earnings growth for the S&P 500, the price changes in various aspects of society during the 21st century, capitalism, a tax refund update for 2025, discussing the top 1% of tax payers, as well as what Rick is currently watching.
Listen and watch us on…

YouTube
https://www.youtube.com/-WWM

Spotify
https://open.spotify.com/show/22OwI7s5PwnMIFoFwTBUqF

Our Website
https://www.raymondjames.com/wagnerwm/podcast-video

04/21/2026

New Podcast Episode!

AI Investments vs. Some of the Largest Investments in History

In this episode, we discuss a comparison of the amount of money companies are spending on Artificial Intelligence investments vs. other major expenses in history, SpaceX’s potential IPO, the migration South over the past 6 years, the rise of the U.S. economy since 2009, how the sports industry makes money, as well as what we’re watching and reading. Let us know if you have a listener question you want to address!

Listen and watch us on…

YouTube
https://www.youtube.com/-WWM

Spotify
https://open.spotify.com/show/22OwI7s5PwnMIFoFwTBUqF

Our Website
https://www.raymondjames.com/wagnerwm/podcast-video

03/30/2026

New Podcast Episode!

Real Estate Market: Then and Now

In this episode, we take a deep dive into the current state of the residential real estate market in the U.S. We also talk about the stock market’s movements year to date, what’s driving the drastic increase in college tuition costs, gold and silver price movements over the last few months, as well as what we’re watching.

Listen and watch us on…

YouTube
https://www.youtube.com/-WWM

Spotify
https://open.spotify.com/show/22OwI7s5PwnMIFoFwTBUqF

Our Website
https://www.raymondjames.com/wagnerwm/podcast-video

Address

2003 South Easton Road, Suite 100
Doylestown, PA
18901

Telephone

+12677423451

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