Simplifying your life with a full
suite of financial solutions

One common side-effect of wealth is the complexities it can generate. We help simplify your life by not only providing a single, cohesive source for your financial needs, but also a full suite of financial solutions to help you meet every objective. Here is an overview of the vital services we provide to help you with everything from managing your tax burden to preserving wealth to creating your financial legacy.*

Portfolio management
Our team will design, implement and manage a portfolio tailored to your unique goals and circumstances – then actively manage it to accommodate changes in your personal circumstances and priorities.

Tax review and planning
The success you’ve achieved makes effective tax planning a crucial objective. Members of our team with expertise in this area can collaborate with your accountants and tax attorneys to craft a tax-management strategy.

Executive benefits
Executives are often so busy that they are unable to dedicate the necessary time and energy to their personal finances. Our team specializes in providing services to successful corporate executives on issues from concentrated equity positions to regulatory requirements.

Risk management
It is critical to always be prepared for the unexpected. We have tools and resources, such as life insurance and long-term care insurance, designed to help you manage risk and preserve your assets, today and in the future.

Retirement plan design for individuals 
To us, retirement planning is really ‘independence planning.’ Most people want the financial freedom to do as they please – whether it’s traveling the world or spending time with family. Our team can develop a tax-efficient retirement-income planning and asset preservation strategy designed to address your quest for independence.
Learn more about planning for your retirement

Retirement education for businesses
We offer our clients additional services related to retirement plans and planning through our Center for Retirement Education™.

Through the center, Wagener-Lee has developed programs for organizations and companies around the country that have proved to be valuable resources for management and their employees.

For more information, visit The Center for Retirement Education

Legacy planning  
From managing assets to preserving ideals, we can help you pass your wealth on to your beneficiaries efficiently and in a manner that reflects your personal values and objectives. Your legacy plan can look after the family members and charitable causes you care about – thoughtfully and thoroughly for generations to come.

Charitable giving
Philanthropy can bring personal satisfaction, enabling you to support causes and organizations that matter most to you. We can help tailor a charitable giving plan designed for significant tax advantages, as well – including income tax deductions, reduction of capital gains taxes and lower estate taxes.*

To learn more, visit the Estate and Charitable Planning page

Financial needs unique to women
We offer financial counsel and planning specific to the needs of women today – from professional women building their portfolios to newly widowed women who want guidance in dealing with financial matters. Having the perspective and guidance of a female advisor has proved invaluable to the women our firm serves.

To learn more, visit Women and Wealth

*You should discuss any tax or legal matters with the appropriate professional.