Fiduciary Structure
The firm accepts no commissions and no product-based compensation, helping reduce many of the conflicts that can arise within traditional compensation structures.
Private wealth, thoughtfully managed.
Direct Attention
Each client works directly with the adviser responsible for the portfolio, with strategy shaped around individual objectives and risk tolerance.
Disciplined Approach
Long-term portfolio management built on discipline, with every decision and adjustment made directly by the accountable adviser.
Steady hands, long horizon.
Meet Blake Wagner.
Blake Wagner founded Wagner Wealth Management to provide independent wealth management built on direct client relationships, transparency, and personalized service.
Blake intentionally works with a limited number of clients and is personally responsible for the construction, implementation and ongoing management of each portfolio.
Blake's BackgroundThree ways to work with the firm, each delivered directly by the adviser, so that the experience remains consistent and considered over the life of the relationship.
I.
Portfolio Management
Your portfolio is managed directly by the firm and tailored to your individual objectives, circumstances, and risk tolerance.
II.Financial Planning
A coherent plan connecting your investments to the wider shape of your financial life.
III.Subscription Services
Independent market commentary and observations, provided on a subscription basis.
The objective is not short-term performance, but long-term, disciplined stewardship of capital.
Questions before commitment.
How are you compensated?
The firm is generally compensated as a percentage of assets under management. This fee structure means the firm's compensation varies with the value of client assets under management. Financial planning and subscription services may carry separate fees, and certain qualified clients may be charged a performance-based fee where permitted by applicable law. Additional information regarding fees and conflicts of interest is available in the firm's Form ADV Part 2A.
Do you offer subscription or market insight services?
Yes. The firm publishes subscription-based market commentary and observations. These services are impersonal in nature and do not take into account any individual subscriber's circumstances.
How do I get started?
The process begins with an introductory consultation, a direct conversation to understand your objectives and determine whether the firm is a suitable fit.
Thoughtful wealth management starts with the right perspective.
An introductory consultation is a direct conversation with the adviser, an opportunity to discuss your objectives and determine, together, whether the firm is the right fit.