Broker Check
Kate Wagner

Kate Wagner

Client Relations Manager

I joined the team at Sapphire Wealth in 2022.   My path for getting here was a bit atypical, but one that I am so happy to have taken. More than a decade and a half ago, I was building my career in financial services working with Fidelity Investments. I found great enjoyment in helping our investors work towards achieving their dreams while advancing my career at the company. 

After a decade in financial services, I married my husband Brooke, and made the difficult decision to leave the East Coast and my career with Fidelity to work in Investor Relations at a technology company in Northern California’s Silicon Valley.  We thoroughly enjoyed our time on the West Coast, but took the opportunity when it arose, to move our new family back to New England to Andover, MA, where I chose to become a stay-at-home Mom.  We continue to reside here today and have been fortunate to raise three beautiful daughters Ariel, Madeline, and Emily. 

Prior to joining Sapphire Wealth, I volunteered in numerous school and town organizations, sat on several non-profit boards, and worked in a few endeavors including part-time for an Executive Leadership Coaching program, consulting for Investor/Public Relations, and assisting at a physical therapist office.  

Today, I am so pleased to have found a firm that not only aligns with my views on placing our clients’ best interests ahead of our own but offers me a platform to reestablish my career in financial services.  

When away from the office you will often find me coaxing my husband off the golf course and onto a hiking trail, celebrating another family “escape room” victory, cheering on any one of the Boston sports teams, and in the summer, continuing to research why I can seem to grow everything in my garden but the cucumbers I want most.