Helping clients manage risk in an ever-changing world.

  • Wagner Wealth Management is a family-owned financial planning and wealth management firm based in Sugarloaf, PA. Our focus is the individualized needs of local families, entrepreneurs, and family owned businesses. Our firm was founded out of desire for the freedom to put our clients’ interests first. We are fiduciaries, and we focus everything we do on our clients’ unique goals, not a sales target we were given. We’ve taken this view to heart every day since our founding, and remain focused on one thing and one thing only – our clients.

    Our purpose is building deep relationships with our clients, becoming their trusted financial professionals for all aspects of their financial life.

  • We’ll provide the advice you need to guide you on your financial life’s journey. After we fully understand your goals and dreams, we’ll work with you to develop a financial plan and investment strategy designed to put you on the path to the future you dream of.

    What to Expect

    We believe your investment strategies should be built with your long-term financial future in mind. After building a holistic financial plan for you and your family, we’ll recommend and implement an investment portfolio. Between our internally-managed strategies and outside professional managers, we create a custom blend of investments made to drive the path to your goals. We aren’t aiming for the best possible single year return every year. We’re focused on a disciplined management approach with an eye towards managing risk. Here’s what you can expect from us:

    1) Time – to get to know you and what matters most to you and your loved ones

    2) A personalized financial plan tailored to your unique life goals, and a customized blend of investment strategies aimed at achieving your goals

    3) Regular reviews to help ensure you’re on the right path to your goals

    4) Holistic, big-picture advice throughout your financial journey

    Of course, life often includes unexpected twists and turns. That’s where the real key to success with our firm lies – we typically conduct reviews with our clients multiple times per year. Because of this, when life throws a curveball, our clients know we’re right here to help them through it.

    Put your future into focus today. Contact us to get started on a personalized financial plan.

  • We offer a comprehensive suite of services and advice to our clients about their financial lives. These include:

    • Investment Planning and Management

    • Retirement Planning & Retirement Income Planning

    • Estate Planning Strategies

    • Business Succession Planning

    • Multigenerational Wealth Planning

    We focus our practice on offering these services to individuals, families, entrepreneurs, businesses, and content creators. Click on our "Services" tab to learn more.

Meet the Team

  • Allen Wagner, AWMA®

    CEO, Financial Advisor

    Allen has been a Financial Advisor for over 30 years. After spending 17 years at a regional brokerage firm, Allen decided it was time to pave his own path. In 2010, he opened an independent practice, which he’s grown over the years by being the first person his cleints call with any financial question. Allen built his firm on deep relationships with clients, developed over decades of time working together. He’s always been focused on doing whatever he can to help his clients achieve their goals. Allen lives in Sugarloaf, PA with his wife Diane, and their cats Luna and Freddie.

  • Kyle Wagner, CFP®

    CCO, Financial Planner

    Kyle was raised studying the stock market and investments, one of the byproducts of having a father in the industry. His first experience with stocks was in 5th grade, and from that point his interest in learning and studying about investments and wealth planning has never ceased. Kyle has a B.S. in Investment Management from Lebanon Valley College in Annville, PA, and is a CERTIFIED FINANCIAL PLANNER™ Professional. He joined the industry with Kades-Margolis while still in his senior year at LVC, and joined Wagner Wealth Management in 2015. He earned his CFP® certification in 2018 at the age of 25, putting him in the 5% youngest CFP® professionals in America*. Kyle lives in Sugarloaf, PA with his son, Elias, and cats Thor and Maui.

    *based on CFP Board Professional Demographics survey, 7/31/2019.

Why should you work with a CFP® Professional?

You’ve probably heard of someone being a CFP® Professional before, read in a news article about them before, or even seen an ad from the CFP® Board before. But, what exactly is a CFP® Professional, and why should you care?

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