Andrew Wagner
President @Wagner Wealth Management
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WORK HISTORY
President @Wagner Wealth Management
Charlotte, NC, US
Fiduciary wealth advisor designing retirement, tax, and estate strategies—leveraging eMoney Advisor to provide clarity and a holistic perspective
EDUCATION
University at Buffalo
Bachelor of Business Administration (B.B.A.), International Business
SKILLS
ABOUT ANDREW WAGNER
At Wagner Wealth, we specialize in delivering wealth management services that extend beyond traditional investment approaches. Our tailored processes are designed to address the specific financial needs of every client, offering an array of solutions such as coordinated estate planning, tax and financial strategy development, consolidated reporting, and cash flow optimization. These services empower our clients to focus on their personal priorities while we handle the complexities of their financial landscape.Our commitment is to provide a wealth management platform rooted in integrity, professionalism, and efficiency, ensuring a seamless and personalized experience for every client.We take the time to deeply understand your – or your family’s – long-term vision, including major financial milestones, estate and tax considerations, and family governance priorities. By addressing these essential areas, we aim to not only meet but surpass your financial goals, building a foundation for sustained success and legacy planning.
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