Greg Wagner
Investment Advisor Representative

585-440-6368
gwagner@novemgroup.com
Affiliation & Disclosure ***

As an Investment Advisor Representative, Greg works with families, professionals, and business owners across Western New York. He helps his clients develop, prioritize, and achieve their financial goals by taking a holistic approach to creating a complete financial picture. This approach allows recommendations to be customized to each client’s individual needs. Greg specializes in wealth accumulation, portfolio construction and analysis, retirement income strategies, protecting loved ones with insurance, and wealth transfer strategies.

Within the firm, he manages the financial planning department. Leveraging the latest financial planning software to develop and analyze financial plans. Working closely with other advisors to produce innovative strategies and provide in-depth analyses. His efforts focus on ensuring that each plan is both comprehensive and uniquely tailored, addressing the nuanced needs of diverse clients. By fostering a collaborative environment, he enhances the overall quality of recommendations and strengthens the firm’s ability to deliver exceptional value.

In addition to his client-facing work, Greg is the host of the Novem Nexus Podcast: Navigating Your Financial Narrative, where he explores the intersection of financial planning and personal decision-making. Each episode provides valuable insights into the challenges and opportunities of managing finances, offering actionable advice to listeners. Whether you’re just starting your financial journey or looking to refine your strategy, tuning in to the podcast is a great way to gain clarity and inspiration for navigating your own financial narrative.