Waingart Wealth Advisors of Janney Montgomery Scott

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Waingart Wealth Advisors of Janney Montgomery Scott

Waingart Wealth Advisors focuses on advising senior execs, corporate professionals, and select business owners on how to retire & worry less about it.

Janney Montgomery Scott LLC (“Janney”) is a Registered Investment Advisor, Broker Dealer and a member of FINRA, NYSE, and SIPC. No information posted on this site should be construed as a recommendation by Janney or any of its affiliates as an offer to sell or solicitation to buy any securities or as personalized investment advice. Our page and updates are intended for U.S. residents only. For information about how Janney may use the information you provide, please visit http://www.janney.com/privacy-policy. You can also visit www.Janney.com/socialmedia for more information. For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

10/15/2026

Education is an essential part of making informed financial decisions!

Throughout the year, we’ve prioritized educating our clients, prospective clients, and strategic partners on a variety of financial topics because we believe that understanding the why behind a financial strategy is just as important as the strategy itself.

From investment strategies and tax planning to retirement income, estate planning, and wealth preservation, we’re committed to helping individuals and families navigate the complexities of managing and growing their wealth.

What financial topics would you like to learn more about? Let us know, we’d love to hear from you!

For important information about Janney and your best interests, see www.janney.com/crs.

10/08/2026

We love what we do, but what makes it even better is the people we get to do it with!

At Waingart Wealth, we’re incredibly grateful for the relationships we’ve built along the way; and sometimes, those relationships get to extend beyond the office, to Clemson football games with clients, family, and friends!

Because financial planning is about more than numbers. It’s about people, relationships, and being there for the moments that matter.

For important information about Janney and your best interests, see www.janney.com/crs.

10/01/2026

Edwin Waingart spoke with the American Council of Engineering Companies of South Carolina (ACEC-SC) today on pre-sale planning and derisking strategies to help business owners proactively manage risk and prepare for a successful transition

Thank you to Adam and Jeff for inviting us and thank you to everyone who attended and contributed to the discussion. We appreciate the opportunity to share our perspective and help business owners think strategically about the financial considerations surrounding a future sale!

For important information about Janney and your best interests, see www.janney.com/crs.

09/28/2026

Wishing a very Happy Birthday to Christina L! We are thankful to have you as part of our team and wish you a wonderful year ahead!

09/23/2026

Cristina traveled to Philadelphia to meet with the Janney Financial Advisor Development Group, where she joined her peers, Nate and Asa, to talk about wins and challenges, team success, and supporting the next generation of advisors.

It was a great opportunity to share ideas, learn from one another, and connect with other advisors. Thank you, Janney, for the opportunity!

09/22/2026

Retirement planning is about more than preparing for a date on the calendar, it’s about having a strategy for the years ahead!

We recently hosted our Retirement Readiness event, bringing together clients, prospective clients, and strategic partners for an engaging conversation around the financial decisions that matter most as retirement approaches.

We explored topics including Social Security maximization, inflation, withdrawal rates, our Five Pillars of Financial Planning, business owner planning, and several other considerations that can play an important role in a successful retirement strategy.

We’re grateful to everyone who joined us! Interested in having a conversation about your own retirement strategy? Reach out to our team to learn more about how we can help you prepare for what’s next.

For more information about Janney, please see Janney's Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

09/17/2026

Big congratulations to our very own Cristina Waingart Gerrald! Cristina has been named one of Greenville Business Magazine’s Best & Brightest 35 and Under!

From helping clients navigate some of life’s biggest financial transitions to giving her time and talents throughout the Greenville community, Cristina leads with heart, purpose, and a genuine desire to make a difference by serving others and helping people connect.

We’re so proud to see her hard work and leadership recognized with this well-deserved award.

Congratulations, Cristina! We’re lucky to have you on our team!

09/09/2026

Stepping away from the office for a day gave our team the opportunity to pause, reflect on the past year, and look ahead to what’s next!

Our 2026 team offsite was filled with conversations around our business, internal updates, new ideas for serving our clients, and ways we can continue to grow and improve together. And, of course, we made time for some fun and friendly team competition on the putt-putt course!

We’re grateful for this incredible team and the commitment we share to delivering an exceptional experience for the families and clients we serve. Thank you to our clients for trusting our team and thank you to Find Great People for hosting us at such a great location for our annual offsite!

09/08/2026

Here’s to hard work, time well spent, and enjoying the life we work so hard to build. 🇺🇸 Happy Labor Day!

08/21/2026

Many business owners aren't actively planning to sell their business, but opportunities can arise unexpectedly. Whether they receive an unsolicited offer from a prospective buyer or a LOI, these situations often create important financial, tax, and strategic decisions that need to be addressed quickly.

An experienced team of appropriate professionals involved early in the process can help clients better understand their options and prepare for what's ahead!

Graphic Source: Exit Planning Institute

For important information about Janney and your best interests, see www.janney.com/crs

Address

403 Roper Creek Drive
Greenville, SC
29615

Website

https://advisor.janney.com/waingartwealthadvisors/

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