Wagner Wealth Management

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Introduction: We strive to provide personalized financial planning and implementation of investing and life goals resulting in long-term success. Managing money can get confusing - I'm here to help. We love it when a plan comes together for our client! Helping clients set financial goals and meeting those goals is one of the best parts of the job.

Overview

Hired 2 times

Background checked

5 employees

23 years in business

Payment methods

This pro accepts payments via Credit card, PayPal, and Venmo.

Social media

Facebook

Featured Projects

1 photo

Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

Exceptional 5.0

5 reviews

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Wendy J.

Nov 18, 2016

Andy is my financial advisor. As a young professional, I had no idea what I was doing with my retirement and investments. When I reached out to Andy, he helped me realize I had thousands of dollars just sitting in what I thought was an investment fund (one of those online brokers), but turned out to be a stagnant equivalent to a savings account. That was going on for three years, not making me a dime! Andy's expertise was what I needed to jumpstart all of my financial gains, and start having my money work for me. I can be as hands off or as in the know as I want to be with Andy's consultation, which is really nice now that I am back in school and way too busy to be concerned with actively making decisions about my retirement. Andy has become my version of a money-making autopilot. To top it all off, Andy is just a fun person to talk to. He has the spunk you want in a financial advisor. I can tell he is really passionate about wealth management.

Hannah F.

Feb 7, 2017

I cannot thank Andy and Deb enough for all their help this past year! As a freelance photographer my finances were no where close to organized. Deb was able to help me get everything sorted out so that come tax time it was super easy! I had about a million questions and Deb always responded promptly and thoroughly. In addition, Andy was able to help me plan for my future. As a 26 year old, planning for retirement seemed ridiculous. Andy showed me how saving even just a little bit each month (and saving it in the right places!) will help me tremendously in the long run. Both Andy and Deb are personable and easy to work with. Bottom line, you can't go wrong hiring Wager Wealth Management! (super cheesy, but so true!!)

Adrienne W.

Nov 7, 2016

Andy provided such a thorough explanation of what he found to be the best plan tailored specifically for me (and my money). His personal approach eased my worries as he was more than happy to explain the individualized plan for my finances and answer all of my countless questions before pulling the trigger. His background and experience combined with his one-on-one business approach made putting my trust in him a no-brainer. Highly recommend!

Kate O.

Feb 15, 2017

I could not recommend using Andy as your financial advisor enough. He listens to your financial goals and needs, gives honest advice and sets up a comprehensive and realistic plan for his clients. He has always led me in the right direction!

Jake K.

Sep 6, 2017

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Hired on Thumbtack

Andy and Deb are absolutely wonderful. They helped guide me through the tax system and a portfolio review. They also worked with me to get a great return. I could never go back to Turbotax after getting their help. I strongly recommend them!

Individual Tax Preparation

Credentials

Background Check

John Wagner

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
My prices are customized for each of my client's unique, individual needs.
What is your typical process for working with a new customer?
We'll sit down and discuss what you want to get out of the project, and when...as in - any "code red" deadlines you need to address now? Then we plan well going forward, because we only like surprises on our birthday! I'm here to help you manage your money and invest in your future self.
What education and/or training do you have that relates to your work?
CPA, MBA, Securities Licenses, Arbitrator, decades of experience, genuine curiosity.

Wagner Wealth Management

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