Financial services

designed to PROTECT

the future of your family.

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Empower Your Financial Future with Confidence: Our Respected Wealth Management Firm Stands Ready to Serve Charlotte and Tampa.

At Wagner Agencies, we understand that achieving financial success requires more than just sound advice—it demands a comprehensive approach tailored to your unique goals and aspirations. With a distinguished presence in both Charlotte and Tampa, our seasoned team of financial experts is committed to providing you with the personalized guidance and strategic solutions you need to navigate today’s complex financial landscape.

From retirement planning to investment management, estate planning to tax optimization, we offer a full spectrum of services designed to help you build and preserve wealth for generations to come. Our unwavering dedication to integrity, transparency, and client-centricity ensures that your financial well-being always remains our top priority.

Partner with us today and unlock the full potential of your financial future. Contact us now to schedule a consultation and take the first step towards achieving your financial goals with confidence.


Asset Protection

Preserving your assets is fundamental to our financial offerings. Wagner Agencies employs our innovative risk assessment tools to gauge your risk exposure, crafting a tailored strategy to secure your wealth for the prosperity of future generations.

Life Insurance

Secure your family's future with the right life insurance policy. Whether you're in the prime of your career or nearing retirement, our dedicated team is here to guide you toward the perfect plan tailored to your unique needs. Don't leave your loved ones' financial security to chance—let us help you prepare for the unexpected, ensuring peace of mind every step of the way.

Family Protection

At Wagner Agencies, we understand the importance of a well-crafted financial plan. It goes beyond securing your own future—it's about safeguarding your loved ones too. Our expert team is dedicated to helping clients build generational wealth that shields against the impacts of taxes, rising healthcare cost and life’s unexpected hurdles.

Legacy Planning

Your wealth reflects years of dedication and hard work. Ensuring the financial security of your loved ones provides invaluable peace of mind. Our team specializes in meticulous legacy planning, strategically minimizing liabilities. Collaborating with adept attorneys, we ensure the seamless transfer of your wealth, preserving your legacy for generations to come with utmost professionalism.

Retirement Planning

Retirement planning transcends mere savings—it's about securing a fulfilling retirement journey. With nearly two decades of expertise, our team of advisor are committed to guiding you toward your goals. While amassing wealth is vital, our analysis ensures your nest egg sustains your lifestyle throughout retirement. Trust Wagner Agencies to craft an income plan tailored to your needs, ensuring your wealth endures.

Tax Planning

Effective tax planning is vital for maintaining your financial security and prosperity. By leveraging a range of sophisticated techniques and staying updated on the latest tax regulations, we ensure that Uncle Sam doesn't unfairly deplete your hard-earned fortune. With our team's expertise and collaborative effort with CPAs, you can confidently navigate the complexities of taxation while safeguarding your wealth for future generations.

Receive a personalized financial plan tailored to meet your specific requirements.

Receive a personalized financial plan tailored to meet your specific requirements.

Wagner Agencies recognizes that retirement goals vary for each person. That’s why we collaborate closely with clients to create a comprehensive plan tailored to your needs. Reach out today to set up your consultation.
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