WealthGuides LLC

WealthGuides, is an independent registered investment advisory firm based in Indianapolis serving high-income tech professionals across the United States. Sam Wagner launched the firm in 2024 after several years advising pre-retirees and retirees, where he saw firsthand both the strengths and shortcomings of traditional advisory models. His decision to establish WealthGuides stemmed from recognizing a growing gap—particularly in the tech sector—in needing specialized advice on equity compensation, tax strategies, and lifestyle-driven planning that didn’t fit the conventional “retire at 65” framework. Beyond his advisory practice, Wagner is committed to raising the visibility of fiduciary planning through content creation. He actively produces personal finance educational videos breaking down subjects like equity comp, inherited accounts, and advanced tax strategies among others.

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