Wagner Wealth Management is an independent fiduciary advisory firm with offices in Charlotte, NC, and Tampa, FL. We specialize in helping individuals, families, and business owners design coordinated strategies for retirement income, tax planning, and estate preservation.

Our approach is rooted in fiduciary care—placing our clients’ best interests first at every step. By leveraging advanced planning tools such as eMoney Advisor, we provide detailed modeling of financial accounts and a clear, big-picture view of each client’s plan. This allows us to simplify complex financial decisions, anticipate future needs, and create strategies that are both practical and forward-looking.

At Wagner Wealth, we believe successful planning goes beyond investments. Our team integrates retirement, tax, and estate strategies into a holistic framework designed to provide long-term security and peace of mind. With offices in Charlotte and Tampa, we proudly serve clients across the Carolinas, Florida, and beyond—helping them achieve clarity, confidence, and financial independence.

Wagner Wealth Management

Org chart

Teams

Offices