Samuel Wagner (CFP®)

Additional Information

Hi There! My name is Sam Wagner, I'm a financial advisor and the founder of my firm, WealthGuides (www.mywealthguides.com). I've worked with hundreds of families and people aged 18-98. I have experience guiding people in the beginner stages of wealth building while also having worked with high and ultra-high net worth families. I've helped people navigate new jobs, how to pick their benefits, how to create a budget, whether to do Roth or not, how to plan for retirement while still focusing on the present, how to save on taxes and much much more. I make myself very available for clients. I don't sell products, I don't earn commissions, my business is based around transparent advice only. My philosophy is that it is my job to inform my clients of their options, educate them on the pros/cons of those options, and help them make their decisions with their finances so that they are confident they are doing the best thing for their personal situation. I'll often say "this is what i've advised other people to do, this is what they liked, this is what they didn't like, these are the factors we considered, these are the things they decided to do and why they decided to do, and how it worked out for them". Often my advising is a lot of story telling and educating because what matters is knowing what has been truly effective for others so that you know it will be effective for you and your family.