Who We Are
Our Team
Waingart Wealth Advisors is a high net worth Financial Advisor team based in Greenville, SC focused on helping senior executives and corporate professionals on how to retire and worry less about it. We want to become your advisor for life, and working with us means you're with a fiduciary team held to the highest legal and ethical standards, always acting on your behalf before our own. When people choose to work with us, their average account value is $1 million and they primarily pay quarterly advisory fees, not commissions, based on those assets.Our team is comprised of two advisors, and two client service associates. We work as a cohesive team focused on communicating with each other so we are able to manage all the moving parts required to maintain our client relationships on a day-to-day basis and surpass their expectations. Please consider attending one of our next events, whether virtual or in person. See all here .
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Awards
We are proud to share our team's accomplishments and recognitions.
2024 Forbes Best in State Wealth Advisor
Edwin Waingart, CIMA®, CFP®, Executive Vice President / Investments, Financial Advisor, has been named to the Forbes 2024 Best-in-State Wealth Advisors list. “Being named as a Best-in-State Wealth Advisor is a testament to the positive impact Edwin has on the lives of his clients. We are proud to support and empower Edwin and celebrate his commitment to delivering a hyperpersonalized, best-in-class wealth management experience,” said Kevin Reed, President of the firm’s Private Client Group.
2023 Forbes Best in State Wealth Advisor
Edwin Waingart, CIMA®, CFP®, Executive Vice President / Investments, Financial Advisor of Waingart Wealth Advisors has/have been named to the Forbes 2023 Best-In-State Wealth Advisors list. “Congratulations to Edwin Waingart on this recognition by Forbes,” said Kevin Reed, President of the firm’s Private Client Group. “Edwin sets the standard for his commitment to exceed their client expectations and delivering comprehensive advice to meet financial goals. We’re proud to have Edwin at Janney.”
2022 Forbes Best in State Wealth Advisor
Edwin Waingart, Executive Vice President / Investments, Financial Advisor, was named to the Forbes 2022 Best-In-State Wealth Advisors list. "Congratulations to Edwin for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Edwin represents the best of our industry,” said Jerry Lombard, President, Private Client Group.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
