Heron Wealth Information

As a successful executive, business owner or rising professional you have unlimited access to information about financial planning and investment management. How do you choose from so many alternatives? Our experienced wealth advisors guide you to the options that matter most to you and your family. We counsel you on saving for a major purchase like a home, budgeting for your children’s education or planning for retirement. In managing your investment accounts we balance investment risk with long-term returns and tax-efficiency. Heron Wealth is a New York City-based, independent wealth advisory firm that provides financial planning, investment advice and estate planning services to 130 families living in the United States, Europe and Latin America. Founded by President David Edwards in 1996, Heron Wealth currently manages $375 million in client assets.