Lance Wagner

Lance Wagner has over 25 years of experience as a Wealth Advisor, serving high-net-worth individuals, families, and business owners with comprehensive financial planning. His expertise spans multiple disciplines, including advisory investments, income generation, estate plan design, tax efficiency, and more, allowing him to craft strategies tailored to each client’s unique goals and circumstances. Lance takes a highly personalized approach, taking the time to understand your story, anticipate future needs, and address potential challenges before they arise. By combining deep technical knowledge with attentive, responsive service, he helps clients navigate today’s complex financial landscape with confidence. Personal service and long-term relationships are hallmarks of his practice, ensuring that each client receives thoughtful guidance, practical solutions, and enduring strategies designed to support financial security, growth, and peace of mind for years to come.