Wagner Advisory Group

We are a firm of professionals who truly care about your family, finances, and your long-term prosperity. We stand with our clients to aid them in reaching their personal, professional, familial, and financial goals. Our clients often come to us as they are preparing for or going through a transition. These situations can include retirement, changing jobs, preparing for a new opportunity, or laying the groundwork of imparting some financial security onto their descendants. We listen, plan for, and educate our clients; with the singular purpose of guiding them towards achieving their financial goals Our goal is to offer confidence and financial independence to families through innovative wealth care management strategies. We seek to put the needs of the client first, delivering unrivaled service and support throughout life-long client relationships. Whether you are a woman going through a transition in life, a couple preparing for retirement, or a high-earning professional seeking long-term investment strategies, we take the time to understand your unique situation. We have worked with multiple generations of clients through their professional careers, after they have lost a spouse or divorced, as they sell their businesses, send children to college, retire, and make significant contributions to charity and their communities. To learn more, please visit offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Cathy A. Wagner, CFP. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, DE, FL, GA, IA, IL, MA, MD, MI, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, PR, SC, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside the sp