Wagner Wealth Management Llc

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Broadly speaking, we use personal information for purposes of administering and expanding our business activities, providing customer service and making available other products and services to our customers and prospective customers. Occasionally, we may also use the information we collect to notify you about important changes to our Web site, new services and special offers we think you will find valuable. You may notify us at any time if you do not wish to receive these offers by emailing us at information@wagnerwealth.com.

Allison Jensen joined Wagner Wealth Management in 2009, bringing over 15 years of client service experience to the firm. She is responsible for client service, account set-up and maintenance, portfolio management support, and client meeting management. Prior to joining Wagner Wealth Management, Allison worked at a commericial real estate investment company providing investor relations services to over 200 investors.

A long time year resident of Colorado, Irwin is dedicated to giving back to the community. He has most recently served on the Boards of the Rose Community Foundation and the Jewish Reconstructionist Federation. Additionally, he is a past Board member and past Treasurer of the Kempe Children’s Foundation. He is a member of the President’s Council of the Reconstructionist Rabbinical College.

Wagner Wealth Management is your advisor for all aspects of your financial life, providing the superior personal service you expect with the individual approach you deserve. Our firm offers absolute integrity and trust as an independent, fee-only counselor - we do not sell financial products or insurance, nor receive compensation from asset managers or insurance companies. As a true fiduciary, we advise and make recommendations suited to your individual circumstances, backed by a careful, holistic approach to wealth management.

WWM receives economic benefit from Schwab in the form of discounts for services Schwab provides to WWM. Schwab provides services to WWM with respect to WWM's portfolio management software, educational publications, conferences and events, and technology, compliance and practice management consulting. WWM's receipt of these discounts is not a factor in determining whether Schwab is selected as the custodian/broker for clients.

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