Wagner Wealth Management

06/03/2026

Great to see Mimi Edwards recognized as a 2026 SC Women in Business honoree!

Greenville Business Magazine

Mimi Edwards Wagner Wealth Management Chief Operating Officer Greenville Mimi Edwards started at Wagner Wealth Management in 2017 as a licensed administrative assistant. Over the next six years she served in various roles: primary trader, overseeing day-to-day operations and client services, and as....

05/27/2026

Running a successful business takes vision and discipline, and retirement planning should be part of that strategy.

In our latest article, Jennifer Osgood explains how small business retirement plans can help business owners:
✔ Reduce taxable income
✔ Build long-term wealth
✔ Retain valuable employees
✔ Create greater financial flexibility

Learn about SEP IRAs, SIMPLE IRAs, 401(k)s, and other retirement planning options for entrepreneurs and small business owners.

https://wagnerwealthmanagement.com/news/small-business-retirement-plans-2/

Discover how small business retirement plans can help reduce taxes, support employee retention, and build long-term wealth. Learn about SEP IRAs, SIMPLE IRAs, 401(k)s, and defined benefit plans.

05/22/2026

We were honored to sponsor the 2026 Best Buddies South Carolina Friendship Walk at Conestee Park alongside so many incredible families, volunteers, and community supporters.

A special thank you to everyone who helped make this year’s event such a success, raising more than $43,000 to support individuals with intellectual and developmental disabilities across South Carolina. We are especially proud of our own Scott Davis for his continued leadership and involvement with Best Buddies South Carolina.

https://wagnerwealthmanagement.com/community-involvement/sc-best-buddies-friendship-walk-2026/

05/13/2026

Changes are happening to retirement planning in 2026.

If you’re age 50+ and a high earner, new rules under the SECURE 2.0 Act will require Roth catch-up contributions instead of pre-tax savings.

What does that mean for your taxes—and your future income?

We break it down and explain how to plan ahead in our latest article.

Learn how the SECURE 2.0 Act’s Roth catch-up contribution rule will impact high-income earners starting in 2026, and what it means for retirement and tax planning.

05/05/2026

Wagner Wealth Management was proud to support the 34th Annual South Carolina Red Cross Gala as a Gold Sponsor.

This incredible event raised critical funds to help local residents impacted by disasters—and we’re grateful to be part of such meaningful work in our community.

Read more about our involvement on our website!

Wagner Wealth Management proudly supported the 34th Annual South Carolina Red Cross Gala, helping raise critical funds for disaster relief and community support.

03/18/2026

Tax season is not just a deadline, it's an opportunity.

High-income households face unique tax challenges, from investment income to surtaxes and deduction phaseouts. A strategic approach to filing can help reduce taxes and improve long-term financial outcomes.

Learn the tax-filing strategies high earners should review each year.

Smart tax-filing strategies high earners should review to reduce taxes, coordinate investments, and improve long-term wealth planning.

02/23/2026

We’re excited to welcome Angela Gravley to Wagner Wealth Management as our new Director of Accounting!

Angela brings more than 20 years of experience in specialized client accounting and tax consulting. Her expertise in tax return analysis, cash flow planning, and business valuations strengthens the level of service we provide to families and businesses across Greenville and the Upstate.

Please join us in welcoming Angela to the team!

Angela Gravley has joined the Wagner Wealth Management team as director of accounting. Gravley joined the Wagner Wealth Management team in 2026 with over twenty years of experience in specialized client accounting and tax consulting. Known as a...

02/05/2026

For many retirees, retirement is not a single moment but a decades-long journey. Understanding the four phases of retirement can help you protect your wealth, adapt to change, and plan with confidence.

By Jennifer Osgood President Wagner Wealth Management For many Americans, especially those entering retirement with substantial assets, retirement is not a single event but a multi-decade journey that evolves over…

01/29/2026

Big news! 🎉
Dan Wagner has been named a leader in finance on SC Biz News’ inaugural South Carolina 500 list.

This recognition honors the most influential professionals shaping South Carolina’s future. We’re honored to see Dan included among them.

Congratulations, Dan! 🎉



https://scbiz.com/south-carolina-500/finance/dan-wagner/

01/20/2026

🏆 Honored Again! 🏆

For the third year in a row, Wagner Wealth Management has been named Greenville’s Best Financial Planner by readers of The Post and Courier Greenville.

With more than 10,000 votes cast, this recognition reflects the trust our clients and community place in our team every day. We’re grateful for the opportunity to serve and honored to be recognized for the work we love.

Thank you to everyone who voted and continues to support Wagner Wealth Management.

Wagner Wealth Management has been named Greenville’s Best Financial Planner for the third year in a row by readers of The Post and Courier. Learn more.