Jeff Herman's Contact Details

Jeff Herman's Company Details

Wagner Wealth Management

Greenville, SC, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Wagner Wealth Management specializes in helping high net worth individuals and companies reach their personal and professional goals. We understand that people who have achieved great success have worked hard and sacrificed much to get where they are and see goals in not just financial terms. In many cases, their needs and goals may be complex and involve multiple constituents. We welcome the challenge of such situations and look forward to working for you to find the best solutions.Highly successful people avoid doing things the easy or expected way, preferring instead to live an authentic, creative life. That's precisely why we like them. As a boutique firm, we are always most drawn to the investor who has forged his or her own path in life. We're creative thinkers, too, and can appreciate the value of looking at investments like we look at partnerships — as an opportunity to create something unique and lasting.Because we expect the relationships we pursue to extend over many years, we're singularly committed to adding significant value to every handshake, every meeting and every client's goals and aspirations.Securities offered through Triad Advisors, LLC Member FINRA/SIPC. Advisory Services provided through Wealth Management Advisors, LLC, A Registered Investment Advisor. Wealth Management Advisors, LLC & Wagner Wealth Management are not affiliated with Triad Advisors, LLC.