Alexander Wagner

Background

About Alexander Wagner

Specialties: Estate Planning, Private Wealth Management, Legacy Planning, Retirement Planning, Education Funding, Risk Management, Settlement Planning, Executive Benefits & Business Planning, Life Insurance & Corporate Benefits As an Investment Advisor Representative and founding partner of Spartan Wealth Management, Alexander "Xander" Wagner designs exclusive personal investment and insurance planning solutions that ensphere long-term financial goals. Xander works with professionals, business owners and high net-worth individuals, advising them on strategies for Investment growth and wealth preservation through implementation and benchmarking competitive company 40l(k) plans, health care benefit plans, retirement preparation, review of existing contracts and more. Xander's expertise includes designing personal investment strategies, analyzing market-trends, economic forecasts, and service models -providing dynamic account management. With this, he can propose the right strategies and solutions to help achieve financial goals and prepare for life changes as they develop. Most importantly, he believes in being accessible to his clients and understanding their individual needs, creating effective communication and trust. With his on-going service and guidance, Xander is committed to lifelong partnerships built on effective communication and trust. Securities and advisory services offered through Cadaret Grant Co, Inc, member FINRA/SIPC. Spartan Wealth Management and Cadaret Grant & Co. Inc. are separate entities. Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.