Wealthspire Advisors

My husband and I have been with Heron Wealth since the start of 2020 and we could not be happier! Our financial planner, Chris Jennings, is incredibly detailed and responsive. (plus, just really fun to talk to!) We feel so much better and confident about our financial strategy and future now with the expertise and partnership of Chris and Heron Wealth. Would not hesitate for a second in recommending if you need to get your personal finances in order. Thank you, Chris!!

My experiences with Chris at Heron Wealth were well above expectations. I found Chris to be very trustworthy and knowledgeable - both keys for me when working with a financial advisor. He helped me feel at ease with understanding and working toward financial goals while considering what is best for my business. I've recommended him to friends and colleagues who have also had very positive experiences. My financial picture has improved in many and various ways, because of working with Chris. I highly recomme

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 partners

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

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.

My wife and I have been with Heron Wealth for over a year and couldn't be happier. Our financial planner, Chris Jennings is not only very personable and easy to work with, but has a solid knowledge base in his field. He works diligently to help direct us in making the best possible decision. He always has our best interest in mind and we feel confident in our direction having him as our advisor.

My husband and I were among Heron Wealth's first clients. We've seen Heron Wealth grow throughout the years and have confidently referred friends and family. David, Heron Wealth's CEO, and team have always been responsive and attentive. Their expertise is clear but also their guidance. Heron Wealth's webinars have been informative and relevant and of great value to us in these uncertain times. They are both sober and comforting to me while reflective of the times that we are living.

The best financial decision I ever made in my life was to get on board with David Edwards and Heron Wealth. Neither my husband nor I come from money, but thanks to David's guidance, we will have resources to pass on to our children. David got us planning long in advance for our retirement and our kids' college educations. Our children were both able to get through school with minimal loans (now paid off) and are working with the company to ensure their own long-term security. My husband and I can look to

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.

I have been working with Chris Jennings and Heron Wealth Management for the past 2 years and my experience has been outstanding. I initially approached Chris with questions about my Employee Stock Purchase Plan and how to set up a Mega Backdoor Roth in my 401k and he was extremely knowledgeable and professional. We now have an ongoing relationship and Chris is always very responsive. I'm thrilled with the level of service, proactivity, and attentiveness that Chris provides, and am looking forward to a rewar

I have been a client of Heron Wealth for several years. David Edwards and his team care not only about getting good investment results, but also about the overall financial well being of their clients. They have helped me with financial planning issues such as budgeting, loan financing and family dynamics. They combine cutting edge technology with warm, attentive service. Highly recommended!

My husband and I never used a financial adviser before but in 2020 we were experiencing some life changes and we decided that given the circumstances, it was time for us to try one. We have been with Heron Wealth over a year now and couldn't be happier. Chris Jennings is now one of most caring and sensible friends we have. It's so valuable having someone who cares so much about our financial success.

I've been working with David Edwards and Heron Wealth for a few years with excellent results. I'm always impressed with the attention his team gives me and the quality of service they provide. David is not only my personal financial advisor, we share mutual clients together and he treats them all as if they are his family, always having their best interest at heart. When I refer a client to David I do it without reservation because I am confident that they will be well taken care of.

My wife and I have been using Heron Wealth for over a year now for both our personal and business finances, and what a difference it has made. Before Heron we were just all over the place, pieces of retirement strung out over a lifetime of careers and different industries. Heron was able to help us consolidate all of our accounts and formulated a strategic plan for us moving forward. And during the Pandemic, Chris Jennings out of their Bronxville Office has been great. He has been checking in with us on a r

David and Heron Wealth have been a life line for my family. My aging parents were overwhelmed by all the decisions they needed to make. David went above and beyond managing their team of trust and real estate attorneys, accountant, bookkeeper, even anxious adult children! He is patient, light hearted, and puts things into language non-financial people can understand. Additionally, their investments have been doing really well in his capable hands and they are now able to enjoy their retirement without worry

Joining David and his team at Heron was a great financial decision. We had been with the same advisor for close to 20 years. So the idea of switching was difficult until we met with David. Once we did, the decision was easy and we are grateful we made the move.

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.

We have been working with Heron Wealth for many years and their service and investment outcomes are excellent! We recommend anyone who is seeking to engage a wealth management firm to seriously consider Heron. Thanks again David and the Heron Team for all your great work and the superior returns on our funds!

I am so thankful for the expertise and guidance of Heron Wealth. I have worked with David Edwards for close to 20 years?he and his staff are knowledgeable, responsive and caring. As I near retirement its reassuring to know that I will have their continued support ? ensuring I have continued financial success in this next phase of my life.

Heron Wealth has helped me sleep at night I used to manage my investments but decided to hire Heron Wealth after a rough period shook my nerves. It has been the best move. Heron Wealth is transparent, their investment strategy is solid, and they are quick to reply or help. I'm sure I'm one of their smaller clients but they've always made me feel valuable. It's been a huge load of my mind having them manage investments and retirement strategy.

As medical professionals, my mother and I are pretty much uninformed when it comes to financial matters.?My mother had been contemplating retirement for years and?Covid finally prompted her to get more serious about setting an end date. We didn't know where to start, but thankfully?we found Chris Jennings and he has been wonderful. Despite?years of responsible saving, the idea of living without a salary was?daunting to her. Chris helped us understand how to invest her money, how much she can afford to spen

I've been working with Heron Wealth for a year and I've been extremely pleased with the plan that they put in place for me. Additionally having the ability to review my plan and performance via their client portal has been extremely informative and motivating. David is extremely knowledgeable and extremely accessible.

David Edwards is brilliant and he is a great human being as well. The staff at Heron is amazingly helpful, caring and personable. Heron has given me a foundation and hope for my future...And they've restored my faith in the people in the business.

I was left in a poor financial situation after divorce from my husband. My children intervened and felt a fiduciary was needed. After doing research, David Edwards' name rose to the top of list. At first, it was a tough go adhering to the new directives. David kept me on a healthy path, put together a team of savvy advisors, top attorneys and with his expertise brought me to a place where I am set for the rest of my life. To say I am grateful doesn't begin to express the peace of mind I now possess.

Chris has invested his time and energy getting to know our family and our financial goals. He has been diligent and responsive in setting up and implementing different strategies over the past few years. His insight has been extremely valuable and I highly recommend working with him.

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 a

At a certain point your relationship with a financial advisor comes down to trust. Not only trust in how your wealth is being managed now but also how it will be managed later. This is a long term plan after all. Am I doing enough now? Will I have enough later? If you are serious enough to be considering these questions you probably need professional partnership. David Edwards and his team at Heron Wealth are my trusted partners.

I felt like I was falling apart. Literally coming apart at the seams. "Overwhelmed" is putting it mildly. Trying to do my own work and also taking on our financial affairs was impossible. Thank heaven for David Edwards. Like an efficient and very capable team leader, Heron Wealth has coordinated with our bookkeeper, CPA, lawyer and another portfolio advisor - organized our investments and expedited complicated trusts. He explained what has been done and what still needs to be done in language I can underst

David Edwards and his team are wonderfully knowledgeable and completely trustworthy. My portfolio has benefited from their expertise. Any financial concerns I have had are always addressed promptly.

This group, led by David Edwards is world-class. David is responsive, attentive and always has our family's well being and goals in mind. I couldn't be happier with the service and the advice (the $ returns aren't bad either).

I've been with David Edwards since he started out. I'm going to be retiring next year, and it's due to Heron that I will be able to do so with full confidence. I can't imagine going on this new journey without them.

Outstanding company with awesome people! Very professional outfit and consistent performer who always operates well within the bounds of honesty and integrity. I've been a client for many years through both up and down markets and have been extremely pleased with results! Simply the "best of the best"!

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.

I've trusted David for over 20 years to provide financial guidance and portfolio stewardship. He's consistently a steady hand no matter how turbulent the times.

These are the reasons why I find Heron Wealth to be a valuable and a trusted advisor: ? Heron?s approach to investing ? The sanity and utility of Heron?s newsletters ? The transparency of the Heron team ? The value to me of the eMoney financial planning portal ? Heron?s advice on setting up the 401k program with Paychex for my firm ? My personal advisor David Edwards is not a boiler-room type pushy sales guy, but someone who really cares about my family?s financial success

I'm so glad I am working with David. He has been a breath of fresh air and wisdom in reaching my financial goals.

Great partner for financial planning and wealth management. Very steady hand when market is turbulent. Gives solid advice when you need it!

Thank you for all of your help through this last year. Your ability to pivot and make things happen quickly made many situations less stressful!

David and his team are the best. So smart and caring.

The best! I always feel well attended to and invested.