Who We Are
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 .
We are proud to share our team's accomplishments and recognitions.
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.
2021 Forbes Best-in-State Wealth Advisor
Edwin Waingart, Executive Vice President/Investments, Financial Advisor has been named to the Forbes 2021 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. The Forbes Best-in-State Wealth Advisors rankings spotlights more than 5,000 advisors from Alaska to Florida with team assets amounting to more than $6 trillion. Developed by SHOOK Research, the award is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
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.