Dan Wagner, as a Senior Partner at Boston Wealth Strategies, brings over three decades of extensive experience in the financial services industry, specializing in the design and construction of corporate retirement plans that effectively serve both plan sponsors and participants. His deep understanding of Qualified...
Dan Wagner, as a Senior Partner at Boston Wealth Strategies, brings over three decades of extensive experience in the financial services industry, specializing in the design and construction of corporate retirement plans that effectively serve both plan sponsors and participants. His deep understanding of Qualified Retirement Plans, Cash Balance Plans, and Small Business Retirement Planning enables him to tailor solutions that meet the unique needs of each client. Dan is particularly passionate about educating clients on fiduciary standards, ensuring compliance while fostering an environment that promotes positive financial outcomes for all stakeholders involved.
In his current role, Dan manages the firm’s corporate retirement department, where he continuously seeks innovative ways to enhance the services offered. He is dedicated to exploring cutting-edge strategies and solutions that not only address current market demands but also anticipate future trends in retirement planning. His expertise in Executive Benefit Strategies, Asset Protection, and Annuities positions him as a trusted advisor for businesses looking to optimize their retirement offerings.
Dan’s commitment to excellence is reflected in his proactive approach to asset allocation and asset management, ensuring that clients are equipped with the knowledge and resources needed to make informed decisions. By fostering a culture of education and transparency, he empowers clients to navigate the complexities of retirement planning confidently. As a leader in fiduciary services, Dan Wagner remains focused on delivering exceptional value and innovative solutions that enhance the financial well-being of both businesses and their employees.
