Private Wealth. Thoughtfully Managed.
Wagner Wealth Management is an independent, Texas-registered investment adviser providing portfolio management and financial planning to professionals, business owners, and high-net-worth individuals.
Wagner Wealth Management, PLLC operates as a fiduciary and does not receive commissions or product-based compensation. Client assets are held with a qualified third-party custodian, such as Charles Schwab.
As a boutique, single-advisor firm, every client relationship is managed directly by the advisor responsible for all investment decisions.
Advisory Services
Portfolio Management
Financial Planning
Subscription Services
Investment advisory services are designed to support long-term financial objectives through portfolio management, financial planning, and ongoing advisor engagement.
All services are delivered directly by the advisor, allowing for a consistent and personalized experience. Services may be provided on a discretionary basis, as agreed upon with each client.
Investment Approach
Wagner Wealth Management provides ongoing portfolio management using a disciplined, long-term approach aligned with each client’s objectives, time horizon, and risk tolerance. As a single-advisor firm, all portfolio decisions, monitoring, and adjustments are handled directly.
Personalized Investment Strategy
Investment strategies are tailored to each client’s financial situation, objectives, and risk profile.
Risk-Aware Strategy
Portfolios are continuously monitored and adjusted as appropriate based on market conditions and client circumstances.
Portfolio Construction
Asset allocation and security selection are designed to align with stated objectives while managing risk.
Ongoing Management
Diversification and portfolio design are implemented within the context of long-term financial planning.
Investment strategies may include long-term and short-term approaches and, where appropriate, may involve options, margin, or other techniques that carry additional risk.
Who Services Are Designed For
Wagner Wealth Management provides advisory services to professionals, business owners, and high-net-worth individuals seeking disciplined portfolio management and thoughtful financial planning.
The firm is best suited for clients who value direct access to their advisor, a high level of personalization, and a long-term, disciplined approach to managing wealth.
Investment Philosophy
The firm’s philosophy emphasizes disciplined investment management, thoughtful planning, and a long-term perspective.
As a boutique advisory practice, decisions are made with a focus on individual client circumstances rather than standardized models or one-size-fits-all solutions.
Strategies are selected based on each client’s specific objectives, time horizon, and risk tolerance. All investing involves risk, including the potential loss of principal. Certain strategies may involve a higher degree of risk, including the use of leverage, options, or short selling.
About the Firm
Wagner Wealth Management, PLLC is an independent, Texas-based registered investment adviser established in 2025.
The firm operates as a boutique, single-advisor practice. Clients work directly with the advisor responsible for managing their portfolios, ensuring clear communication, consistent decision-making, and full alignment with client objectives. Services are tailored to each client’s financial situation, investment goals, and risk tolerance.
Start the Conversation
Thoughtful wealth management starts with the right perspective.
An introductory consultation provides an opportunity to speak directly with the advisor, discuss objectives, and determine whether Wagner Wealth Management is the right fit.
Wagner Wealth Weekly
Subscribe for general market commentary, investment insights, and observations on long-term wealth management.
FAQs
How are you compensated?
Wagner Wealth Management is generally compensated based on a percentage of assets under management. Financial planning and subscription services may be offered for separate fees. Certain qualified clients may be charged a performance-based fee. Additional details are available in the firm’s Form ADV Part 2A.
Do you offer subscription or market insight services?
Yes. The firm offers subscription-based services that provide market insights, including trading alerts and market commentary. These services are impersonal in nature and do not consider individual client circumstances.
How do I get started?
The process begins with an introductory consultation to understand your financial objectives and determine whether the firm is a good fit for your needs.