Positive Reviews Summary: Clients appreciate the personalized, knowledgeable, and trustworthy financial guidance provided by Heron Wealth. The firm's team is commended for coordinating various financial aspects seamlessly, helping clients navigate complex financial decisions with ease. David and his team have been described as caring, efficient, and adept at providing sound advice, leading to successful financial outcomes for clients over the years. Unique Facts about Heron Wealth: - Heron Wealth was founded in 1996 and currently manages $355 million in assets. - The firm prioritizes integrity and transparency in all client interactions, serving over 120 families. - Heron Wealth has offices in New York City's Midtown and Westchester Counties, catering to clients nationwide and overseas. - Clients have seen significant growth in their investments under Heron Wealth's management, with some portfolios doubling in value within a few years. Business Specialty: Heron Wealth specializes in estate planning, investment advice, and financial planning for executive and professional families and individuals. The firm's fiduciaries prioritize clients' interests, providing impartial and transparent advice to protect and grow clients' wealth. By working with a highly skilled team of wealth advisors and financial planners, Heron Wealth offers comprehensive financial solutions tailored to clients' unique needs and goals.