We believe effective financial planning is essential for achieving your long-term goals. Our personalized services start with understanding your unique aspirations and circumstances, allowing us to create tailored strategies that align with your objectives.

At Wagner-Buffie Wealth, we provide ongoing support and regular reviews to ensure your plan adapts to any changes in your life. We develop customized investment strategies, optimize Social Security benefits, and assist in minimizing taxes to maximize your retirement income. With our help, you can retire with confidence, knowing you have a solid plan in place.

Our estate planning services help ensure that your wishes are honored and your assets are protected for future generations. We work closely with you to create comprehensive estate plans that include wills, trusts, and strategies for minimizing taxes, avoiding probate, and navigating complex legal requirements.

We help business owners protect and maximize the value they’ve built by developing strategic exit and succession plans tailored to long-term goals. From valuation and tax considerations to transition timing and family or leadership succession, we provide guidance every step of the way so you can move confidently into life’s next chapter, on your terms.

You've put a lot of work into building your wealth. We are here to help you optimize your assets through family-office style services, innovative solutions, alternative investments, and tailored planning. With our holistic approach, we strive to ensure that every aspect of your portfolio is designed to enhance and preserve your wealth for generations to come.

A comprehensive financial plan should not only focus on accumulating assets but also on safeguarding them from unexpected risks. We carefully assess your income, expenses, and goals to help you choose the best policy to ensure that your family, business, and legacy are protected.