Broker Check


Welcome to Wagville

Five Points of Optimism

2022 Market Update by Robert Schlegel

Recent Market Volatility

T'was the Night Before Christmas at Wagner Advisory Group

As the holiday season is upon us, we find ourselves reflecting on the past year and the wonderful families we serve. We hope that this year has been just as memorable for you and your loved ones.

Wagner Advisory Group’s Holiday Workshop

Take a peek inside our Holiday Workshop! We wish you a season filled with joy and those you love!

Retire on Purpose Seminar

Retire on Purpose helps you create a satisfying, purpose-driven life; and discusses how having a purpose can help you live longer, healthier and happier.

Leaving A Lasting Legacy

Cathy A. Wagner, CFP discusses the importance of leaving a lasting legacy.

Now You Can Use

Cathy A. Wagner, CFP shares some positive news!

Zoom Tutorial

Kelsey Wagner demonstrates how to download and use the Zoom platform for meetings and events with our office.

A Way Forward

Cathy A. Wagner CFP discusses your health and immune system, healthy finances, and healthy relationships as we move forward.

The (New) Normal

Cathy A. Wagner, CFP discusses the new normal that we find ourselves living in today.

Retirement Plan Curveballs

Cathy discusses the many retirement changes or "curveballs" we have faced this year.

Vision & Circumstance

Cathy Wagner discusses the importance of staying focused on your vision and not circumstance.

Wealth Care: Believe Your Beliefs & Doubt Your Doubts

Hear what Cathy A Wagner, CFP has to say about Wealth Care.

What The Stimulus Package Means To You

A message from Cathy A. Wagner, CFP on key points in the new Stimulus Cares Act.

Guiding Our Clients Through Turbulent Waters

A message from Cathy A Wagner CFP during the COVID-19 pandemic.