Wagner Wealth Management

10/21/2026

Help us congratulate Clay Koch on being named to SCBIZ’s Emerging Leaders Under 40 list!

As a Wealth Advisor at Wagner Wealth Management, Clay brings dedication and financial expertise to his work with clients, along with a genuine commitment to giving back to the community.

We’re proud to see Clay recognized among South Carolina’s outstanding young professionals and grateful to have him as part of our team.

Congratulations, Clay!

Read more about Clay's latest recognition: https://wagnerwealthmanagement.com/news/clay-koch-scbiz-emerging-leaders/

10/14/2026

For many families, helping a child or grandchild earn a college degree is one of the most rewarding ways to pass along a legacy.

Did you know that paying qualified college tuition directly to an eligible educational institution may qualify for a special federal gift tax exclusion?

This strategy can help families support the next generation while complementing their broader estate planning goals.

Learn how the tuition gift tax exclusion works, what expenses qualify, and what families should consider before making a gift.

Read our latest article from Jenn Osgood: https://wagnerwealthmanagement.com/news/tuition-gift-tax-exclusion-a-smart-way-to-fund-college/

Learn how the tuition gift tax exclusion helps affluent families pay college tuition tax-free while reducing estate taxes and supporting future generations.

10/07/2026

Wagner Wealth Management is honored to be a Scholarship Sponsor of the recent 8th Annual Thomas Few Golf Tournament. Created and led by our own Scott Davis, this event raised $32,450 for the Thomas H. Few Memorial Scholarship Endowment and the nonprofit organization Emmanuel’s Hammer.

Kudos to all the volunteers and supporters of Friends of TFew who make events like this possible. Wagner Wealth is proud to support such a worthy cause and the dedicated people making a difference in our Upstate community.

Wagner Wealth Management is honored to be a Scholarship Sponsor of the 8th Annual Thomas Few Golf Tournament, created and directed by our own Scott Davis.

09/18/2026

Financial Advisor or Wealth Advisor? What's the difference?

The terms are often used interchangeably, but the services and clients they typically serve can differ significantly.

Our latest article, by Jennifer Osgood, President of Wagner Wealth Management, explores the differences between financial advisors and wealth advisors—and what to consider when choosing the right financial professional for your financial goals.

Read the full article to learn more: https://wagnerwealthmanagement.com/news/financial-advisor-vs-wealth-advisor/

Learn the differences between a financial advisor and a wealth advisor and how to choose the right financial professional for your financial needs.

09/10/2026

We’re proud to congratulate Clay Koch on being named to Greenville Business Magazine’s Best & Brightest 35 and Under list!

The Best & Brightest recognition celebrates young professionals who are making a difference in both their industries and their communities.

Since joining Wagner Wealth Management in 2024, Clay has demonstrated a strong commitment to his clients, his profession and the community. Outside the office, he is involved with First Tee and supports its mission of making golf more accessible to children from all backgrounds.

Congratulations, Clay! We are proud to have you on the Wagner Wealth Management team and look forward to seeing all that you accomplish in the years ahead.

https://wagnerwealthmanagement.com/news/clay-koch-best-brightest-35-under/

Clay Koch, Wealth Advisor at Wagner Wealth Management, has been named to Greenville Business Magazine’s Best & Brightest 35 and Under list, recognizing young professionals making an impact in business and the community.

08/17/2026

Required Minimum Distributions can have an impact far beyond your retirement account.

Once RMDs begin, the amount and timing of your withdrawals can affect your taxable income, Medicare premiums and overall retirement strategy.

In our latest article, Wealth Advisor Clay Koch explains what investors should know about RMD deadlines, penalties, Roth conversions and Qualified Charitable Distributions.

Understanding the rules can help you make more informed decisions about your retirement income and tax strategy.

Read the full article: https://wagnerwealthmanagement.com/news/required-minimum-distributions/

Learn the rules for Required Minimum Distributions, including RMD deadlines, tax implications, penalties, Roth conversions and QCDs.

08/06/2026

We are incredibly honored to be named Best Investment Firm in the Upstate for the fourth consecutive year in The Greenville News' Best of the Upstate awards!

Thank you to everyone who voted and to our wonderful clients who continue to place their trust in our team. Your confidence inspires us every day.

We look forward to continuing to provide personalized wealth management strategies and exceptional service to families and business owners across the Upstate.

Read more here:
https://wagnerwealthmanagement.com/news/best-investment-firm-upstate-greenville/

Wagner Wealth Management has been named Best Investment Firm in the Upstate for the fourth consecutive year in The Greenville News' Best of the Upstate awards.

07/16/2026

Tax season may come once a year, but effective tax planning is a year-round process.

Our latest article by Angela Gravley shares practical tax planning strategies designed for high-net-worth families and business owners—from tax-efficient investing to charitable giving and retirement planning.

Read the full article here: https://wagnerwealthmanagement.com/news/year-round-tax-strategies-for-high-net-worth-families-and-business-owners/

For high-net-worth families and business owners, the most effective tax strategies are developed and refined throughout the year.

06/30/2026

We are proud to announce that two members of the Wagner Wealth Management team have been honored in the inaugural SCBIZ Leadership in Business & Finance Awards.

CEO and Founder Dan Wagner was recognized in the Wealth Advisor category, while Wealth Advisor Clay Koch received honors in the Rising Star category.

These awards recognize professionals who demonstrate exceptional leadership, professional achievement, community involvement, and contributions to South Carolina's economic growth.

Congratulations to Dan and Clay on this well-deserved recognition!

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…

06/16/2026

Have you organized your estate recently?

A well-structured estate plan can help reduce stress for your loved ones and ensure your wishes are carried out efficiently. Learn key steps to keeping your estate plan current and organized.

https://wagnerwealthmanagement.com/news/estate-planning-checklist/

Learn practical estate planning strategies to help organize your assets, update key documents, and create a smoother transition for your loved ones.