Raising The Bar

You are a unique individual who leads a fulfilling life, and your success stands testament to your vision, work ethic and demand for excellence. Finding the right firm to manage all aspects of your wealth and be held to a higher standard is not only important, but imperative – which is exactly where Wagener-Lee comes in.

Our team of highly experienced professionals has a century of combined insightful experience and credentials in numerous disciplines from financial planning to law to accounting. Our uncommon expertise serves a single-minded purpose – to exceed your expectations and allow you to confidently build upon your life and legacy.

While we are headquartered in Maryland, we are truly a global company serving clients across the country and around the world. We employ technology from Internet-based communications to video conferences to connect one-to-one with our clients regardless of geographical distance.