Jeremy D. Wagner
A Modern Approach To Your Wealth Management
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Emergent Wealth Advisors, LLC
Jeremy D. Wagner
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Advisor
Amherst, NY
Serving Clients Nationwide
A Modern Approach To Your Wealth Management
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Jeremy Wagner is an Associate Wealth Advisor with over 6 years of experience in the financial services industry. Passionate for helping clients achieve their financial goals, Jeremy takes a holistic approach to wealth management.While a Buffalo native, Jeremy graduated from Gannon University in Erie, PA and received a BA degree in Finance. Following his graduation, Jeremy began his career in Pittsburgh, PA where he worked as a brokerage assistant for Wells Fargo Advisors. After developing his skillset in relationship management, Jeremy decided to move back home to join the Emergent Wealth Advisors Team.
In his free time, Jeremy enjoys golfing and biking in the summer, skiing in the winter, and the occasional trivia night around Buffalo.
➕ What do you most enjoy about work?
"I find the most enjoyment in connecting with clients on both a professional and personal level. Discovering what matters most to a client leads to a deeper relationship that can blossom into financial success." - Jeremy Wagner
Primary Location
5500 Main Street, Suite 260, Williamsville, NY 14221
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a no-cost 30-minute consultation so we can help answer your questions, learn more about you, the people in your life, and what you want to achieve. In our introductory session, we’ll discuss: The things that worry you about your financial future | What your vision of retirement looks like | Solutions to your specific concerns | How our process and services can bring value to your financial life. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Over the years we’ve found that when people come to us they’re looking for far more than financial planning and investment management.People call on us when they have questions and are looking for answers. They seek us out when they have complexity yet yearn for simplicity. And, perhaps most of all, people come to us to turn their uncertainty into the clarity they need to manage their financial life with confidence.
Upon working with us, our clients feel informed and empowered, they’ve transformed their reluctance into results and they experience service that exceeds their expectations.
We have three core beliefs that serve as the bedrock of our work:
✔️ Lead with advice
✔️ One size does not fit all
✔️ Expertise matters
Our client-focused, time-tested approach delivers customized and comprehensive wealth planning seamlessly integrated with expert investment management and a boutique style that harkens to the days when everything was hand-crafted.
If you’re looking for a more modern approach to wealth management, we invite you to learn more. If you’re ready to start a conversation, let’s talk.
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Securities offered through Leigh Baldwin & Co., LLC Member FINRA/SIPC. Investment advisory services are offered through Emergent Wealth Advisors, LLC, an SEC-Registered Investment Advisor. Emergent Wealth Advisors, LLC is not affiliated with Leigh Baldwin & Co., LLC.
Education
Gannon University, Bachelor's degree, Finance, Entrepreneurship Minor
Hobbies and Interests
- Cycling
- Family
- Golf
- Skiing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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