Investment Advisory Services.
Investment management and advisory services delivered directly by the adviser, structured around your objectives, circumstances, and long-term financial goals.
A focused set of services designed to support thoughtful decision-making, disciplined portfolio management, and long-term financial planning. As a boutique advisory practice, every service is delivered directly, with strategy guided by the client's Investment Policy Statement.
Portfolio Management
Portfolio management begins with a thorough understanding of your financial circumstances, objectives, time horizon, and tolerance for risk. Those considerations are documented in a personalized Investment Policy Statement, which serves as the foundation for investment decisions and ongoing portfolio management.
The firm manages the portfolio on a discretionary basis, meaning it may act on the agreed strategy without seeking approval for each individual transaction. This structure allows investment decisions to be implemented efficiently while remaining consistent with the strategy and parameters established with the client.
- Investment strategy development
- Asset allocation
- Asset selection
- Risk assessment
- Ongoing portfolio monitoring
Portfolios are reviewed on an ongoing basis and adjusted as appropriate, and clients may impose reasonable restrictions on the securities held on their behalf.
Financial Planning
Financial planning provides a framework for making informed decisions across the full spectrum of your financial life. Whether evaluating retirement readiness, tax considerations, insurance needs, education funding, or major financial transitions, the objective is to help ensure that individual decisions remain connected to broader long-term goals.
- Investment planning
- Retirement planning
- Tax considerations
- Insurance analysis
- College planning
- Debt and credit planning
Planning may be engaged on its own or alongside ongoing portfolio management, so that the plan and the portfolio remain aligned.
Subscription Services
For those who follow markets closely, the firm offers subscription-based publications designed to provide ongoing market perspective and investment commentary. Services include Wagner Wealth Weekly, a weekly periodical focused on market developments and long-term investing themes, and the Market Timing Service, a daily publication featuring market observations, watchlists, chart analysis, and illustrative trade ideas.
Content may include commentary on economic developments, earnings announcements, technical market conditions, and individual securities being monitored for potential opportunities. Trade ideas may be accompanied by illustrative entry levels, profit targets, risk-management levels, and a discussion of the factors supporting the analysis.
These publications are impersonal in nature and are provided for informational purposes only. They do not take into account any subscriber's individual financial circumstances, objectives, or tolerance for risk, and should not be construed as personalized investment advice. Subscription services are offered for a monthly fee.
Wagner Wealth Weekly
A weekly periodical of general market commentary and observations. Impersonal in nature; does not take into account any individual subscriber's circumstances.
Market Timing Service
A daily publication featuring market commentary, watchlists, chart analysis, and illustrative trade ideas accompanied by entry, profit target, and risk-management levels. Impersonal in nature and not tailored to any subscriber's individual circumstances.
The Market Timing Service may also include supplemental updates throughout the trading day when market conditions warrant additional commentary. These updates may provide observations regarding watchlist securities, developing technical setups, significant market events, or changes to previously discussed trade ideas and risk-management levels.
Secure checkout through Stripe. Subscriber content is published in a private members area, accessible once your subscription is active. Subscriptions renew monthly and may be cancelled at any time.
Always the same adviser.
Every client works directly with the adviser responsible for portfolio decisions and ongoing management. Questions are answered by the same person who developed the strategy, monitors the portfolio, and remains accountable for the advice provided.
Important information and disclosures.
Investment strategies and recommendations are based on individual circumstances and may vary accordingly. Clients may impose reasonable restrictions on investing in certain securities or types of securities, although such restrictions may limit the firm's ability to manage the account. Investing in securities involves risk, including the potential loss of principal. Certain strategies may carry a higher degree of risk, including the use of options, margin, or short selling. Additional information regarding services, fees, and risks is available in the firm's Form ADV Part 2A.
Get in touch.
An introductory consultation is an opportunity to discuss your financial objectives and to determine whether Wagner Wealth Management is the right fit.