Investment Advisory Services
Comprehensive investment management and advisory services designed to support long-term financial objectives through disciplined portfolio management and ongoing advisor engagement. Services are delivered directly by the advisor and tailored to each client’s financial situation.
Services
The firm offers a suite of advisory services designed to align investment management with each client’s financial objectives.
As a boutique, single-advisor practice, services are provided directly, with investment strategies customized through each client’s Investment Policy Statement.
Portfolio Management
Wagner Wealth Management provides ongoing portfolio management services based on each client’s individual goals, objectives, time horizon, and risk tolerance.
An Investment Policy Statement is developed for each client, outlining key factors such as income, tax considerations, and risk tolerance.
Portfolio management services may include:
- Investment strategy development
- Asset allocation
- Asset selection
- Risk assessment
- Ongoing portfolio monitoring
The firm evaluates client portfolios on an ongoing basis and may make adjustments as appropriate. The firm typically requests discretionary authority to execute transactions on behalf of clients without prior approval for each transaction.
Financial Planning
Financial planning services are provided to assist clients in evaluating their financial situation and making informed decisions.
Planning services may include, but are not limited to:
- Investment planning
- Retirement planning
- Tax considerations
- Insurance analysis
- College planning
- Debt and credit planning
Financial planning may be provided as a standalone service or in conjunction with portfolio management.
Wagner Wealth Weekly Subscription
The firm offers subscription-based services, including a weekly trading alert service and a market timing service.
These services provide recommendations regarding the purchase and sale of specific securities, sectors, or asset classes at designated times and are generally impersonal in nature.
Subscription services are offered for a monthly fee.
Investment Approach
Investment strategies are developed based on each client’s individual circumstances, as outlined in their Investment Policy Statement.
Client portfolios are constructed with consideration for risk tolerance, time horizon, and financial objectives, and are monitored on an ongoing basis.
Important Information and Dislclosures
Clients should be aware that investment strategies and recommendations are based on individual circumstances and may vary accordingly.
Clients may impose reasonable restrictions on investing in certain securities or types of securities; however, such restrictions may limit the firm’s ability to manage the account.
Investing in securities involves risk, including the potential loss of principal. Certain strategies may involve a higher degree of risk, including the use of options, margin, or short selling.
Additional information regarding services, fees, and risks is available in the firm’s Form ADV Part 2A.
Get in Touch
An introductory consultation provides an opportunity to discuss your financial goals and determine whether Wagner Wealth Management is the right fit.