Dan Wagner had a sharp vision when he left one of the largest banks in the Carolinas to form his own wealth management business.
Don’t get too big.
Wagner Wealth Management is committed to growing responsibly and helping individual clients, business clients, and the community to do the same, Wagner says.
“We decided to not be everything to everybody. We decided to be everything to a smaller group of clients,” he says.
It’s a path Wagner chose after leaving his position as Senior Vice President and financial advisor at Carolina First Bank and founding Wagner Wealth Management in 2007.
Today, the 10-person company has offices in Greenville, Anderson and Seneca. Wagner is CEO. His business partner, Jennifer Osgood, is President. She has been part of the firm since leaving Carolina First to help start the company.
“We’ve stayed relatively small on purpose. Most of our clients are business owners. We’ve also got a good following of families who came with us from the bank,” Wagner says.