You have thousands of choices, but busy professionals don't have the time or experience with investments to make sound decisions. Our advisors show you how to select the right choices to achieve your best possible outcomes. Heron Wealth works with professional and executive individuals and families who have created thriving businesses and enjoy successful careers, but worry about their personal finances.
Heron Wealth is based in midtown New York City and Westchester County, NY, and serves clients across the United States and overseas. Please read "How we work with you" to understand the 6 steps to becoming a client of Heron Wealth. Please schedule a 30-minute complimentary phone call to learn more about how a Heron Wealth advisor can set you on the path to achieving your goals.
Heron Wealth is based in midtown New York City and Westchester County, NY, and serves clients across the United States and overseas. Please read "How we work with you" to understand the 6 steps to becoming a client of Heron Wealth. Please schedule a 30-minute complimentary phone call to learn more about how a Heron Wealth advisor can set you on the path to achieving your goals.
Services
We'll envision your future through a financial lens, and develop a detailed plan for how to realize it. Financial planning is about more than just investment allocation. It means understanding your life goals on the deepest level. Family dynamics, real estate objectives, incomes and outflows, and retirement horizon all play major roles in developing your financial plan.
Financial Advisor recently recognized Heron Wealth as one of the Top 50 fastest growing independent financial advisors in the US. Heron Wealth is a New York City-based wealth advisory firm that provides financial planning, investment advice and tax & estate planning services to client families living in the United States, Europe and Latin America.
Our approach to managing your wealth is based on years of experience underpinned by sound financial planning principles. Experienced sailors like our President David Edwards know that you can only make a successful trip when you plan in advance. Making sure you have enough food and water on board and accounting for weather patterns are just two examples.
At Heron Wealth, we believe financial planning is the basis for sound investment management. No architect would bring building blueprints to the first meeting with a client and neither do we. We have no preconceptions about how we will advise you until we have completed a process of mutual discovery.
WealthTrack, our financial planning app, provides clients with 24/7 access to their financial data. When you call us with questions, we don't need to spend time updating base facts and can get right to answering questions. WealthTrack functions like the GPS in your car. Should something in your life change, just let us know.
Reviews (10)
Michael OBrien
Jan 20, 2022
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James Cobb
Dec 28, 2021
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I have been a client of Heron for more than two decades. I first began when I had some cash that needed careful investing. Heron placed me in a selection of stocks that would grow while controlling risk through diversification, maintaining a long-term view, not churning stocks. The market has been up, down (remember the dot com bust? 2008 great recession?), and sideways, but I've held in there and been rewarded. As time passed I moved retirement accounts to be managed by Heron. As a result I am comfortably situated and well prepared for retirement.
Heron has always been quick to respond, quick
Heron has always been quick to respond, quick
Colleen Mccourtney
Dec 26, 2021
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David and the Heron team have been advising me for over five years.
This isn't my first portfolio advisor so I know the difference.
Heron is always in front of the game giving consideration to
what is best for every particular client. I feel confident and comfortable knowing I'm in responsible, smart, good hands.
This isn't my first portfolio advisor so I know the difference.
Heron is always in front of the game giving consideration to
what is best for every particular client. I feel confident and comfortable knowing I'm in responsible, smart, good hands.
Anna Strehl
Dec 23, 2021
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As a P.A of entrepreneurs from Central Europe I came across the best google reviews I could find and these pointed to Heron Wealth.
After my employer’s first appointment at the H.W office in NYC we can honestly confirm that the reviews are genuine and honest. Chris and his team are focused on providing a very high level of customer service and they are very efficient.
We can highly recommend them to anyone who is searching for support with investments and financial planning. H.W team have a professional and friendly approach and deliver a high quality advice.
After my employer’s first appointment at the H.W office in NYC we can honestly confirm that the reviews are genuine and honest. Chris and his team are focused on providing a very high level of customer service and they are very efficient.
We can highly recommend them to anyone who is searching for support with investments and financial planning. H.W team have a professional and friendly approach and deliver a high quality advice.
Jack S.
Dec 21, 2021
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Sydney B.
Dec 20, 2021
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Just received an “Account Overview" and the balance is $861,318.77!!! That's more than double my orignal investment of $400,000 in 2015!! And this is after withdrawing the better part of $200K over the past several years. It would be over $1M if I’d been able to leave it alone – a sum I never ever ever thought I’d ever have. Never even imagined it in my wildest dreams. Simply amazing. Thank you so much.
Reginald Maisonneuve
Jan 13, 2021
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We've been clients of Heron Wealth from its very beginning and over these many years have come to know the firm well. We've remained with Heron Wealth, certainly because of its performance across widely differing markets, but, importantly, also because of the confidence in stewardship of David, its CEO, and his team. They made clear they are acting in our interest. We've confidently referred friends and family to Heron Wealth.
Heron Wealth has worked to engage and actively attend to its clients' needs and evolve as a company. David's recent webinars are an example of his commitment to serving
Heron Wealth has worked to engage and actively attend to its clients' needs and evolve as a company. David's recent webinars are an example of his commitment to serving
R. Wareh
Jan 01, 2021
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I have worked with Heron Wealth for several years. David and his team truly care about their clients and the challenges they face. They do a spectacular job with their investment management, and also in helping to address an array of other financial planning issues (most recently, for me, focusing on a home purchase and financing options). Everyone on the team is extremely responsive and always available to chat through any issues. I highly recommend them.
Andrew C.
Nov 25, 2020
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My family has been working with David Edwards at Heron Wealth for almost 2 years now, and the process has been so rewarding. Every part of our plan was explained to us in great detail, and our promises were all delivered. The team has their act together and was on top of every single important detail. We are in a much healthier spot having worked with Heron Wealth, and are not really sure what we would have done without them. Highly recommended to anyone looking for financial planning.
John Brennan
Aug 06, 2020
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We've been clients of Heron Wealth for many years. David Edwards, founder and CEO and his team are professional, responsive and knowledgeable. They have been faithful stewards of our family's resources and guided us with expertise around financial strategy, both near and long term. We have tremendous confidence in their capabilities, integrity and competence. They also anticipate our needs, seeking and presenting to us opportunities to improve our financial strategy. We are very happy with our partnership with Heron.
