About Us 

                Why Comprehensive Wealth Strategies? Brian Wagner founded Comprehensive Wealth Strategies in 2009 with one vision in mind, to help. Now that may sound simple and cliché, but every client is different, every situation is handled separately, every client has different needs than the one before them, and no two outcomes are the same. Here at Comprehensive Wealth Strategies we do everything in our power to help you reach your financial goals and gain financial confidence. We get to know our clients not only on a business and financial level, but also more on a personal level. Don’t be surprised when we remember how old the kids are or what your dream car is!

                We are a full service financial firm large enough to handle the most challenging and complex planning issues however small enough to enjoy relationships with each of our clients. We are located in the Nazareth, PA within the bustling Lehigh Valley, but handle clients all over the country thanks to technology!

At Comprehensive Wealth Strategies we use your investments to build your wealth, but we also focus on building your sense of contentment and safety. To do that, we arm you with insurance, estate planning, and liability safeguards to protect you from the “storms” that can wipe out your portfolio; such as job loss, a divorce, a disability, a lawsuit, or death.

You can feel confident that you will receive nothing but the HIT with Comprehensive Wealth Strategies.

 

    Brian S. Wagner, LUTCF

    610-746-5900 ~ bwagner@ipgroup.info

    Experience:

 As President and founder of Comprehensive Wealth Strategies, Brian has over 15 years of experience in all aspects of estate planning, business succession planning, executive benefits, wealth management, and wealth transfer. Brian prides himself on what he does, and loves the feeling of helping individuals succeed and build wealth. Brian has securities and insurance licenses in multiple states spread across the country. He is also an active board member of his hometown chamber, Nazareth-Bath Chamber of Commerce.

Education:

The American College: LUTCF (Life Underwriter Training Council Fellow)

The University of Pittsburgh: Master of Science in Electrical Engineering

Gettysburg College: Bachelor's degree in Physics

Personal:

You will find Brian spending 75% of the week working but on the slim chance you catch him out of the office you can find him golfing, flying, scuba diving, watching/playing lacrosse, traveling, or spending time with his family. Brian lives right here in Nazareth PA with his wife, their two children, and their dog Baxter. On the very top of Brian’s list of passions is cars, he is a huge car enthusiast and loves attending car shows, talking cars, working on cars, anything to do with cars!

 Check the background of this investment professional on FINRA's BrokerCheck.


Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.
OSJ: 1767 Sentry Parkway West Suite 200, Blue Bell PA.
267-468-0822 PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Comprehensive Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian.

This material is intended for general public use. By providing this material, Guardian is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.

Important Disclosures

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