Heron Wealth

(on 42nd street 20th floor)
Financial and Investment Services in New York, NY
Financial and Investment Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

205 E 42nd Street, 20th Floor
New York, NY
10017

About

Heron Wealth is a New York City-based independent financial advisory firm that provides financial planning, investment advice and estate planning services. Founded by President David Edwards in 1996, Heron Wealth currently manages $355 million of our clients' assets.

Over the years David has assembled a team of highly professional financial planners and wealth advisers who provide financial advice to more than 120 client families.

The core values of our firm are integrity and transparency. We take care of the wealth of our families and friends and we take that responsibility very seriously. As a fiduciary we always put our clients’ interests first. This is the only way in which we can provide unbiased, transparent advice.

Our purpose is to clarify and simplify the means by which our clients achieve their financial goals. That means that before we take action on your behalf, we fully disclose the risks and potential rewards - as well as how you pay for our advice.

Photos

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Services

  • Financial Planning
  • Investment Advice
  • Estate Planning

Latest

Now more than ever it's important to remain calm and collected. Here’s how to keep a level head and make good, rational decisions in a time when rationality itself is on trial. https://bit.ly/3mYJIau #heronwealth #behavioralfinance #investing HERONWEALTH.COM How To Make Good Financial Decisions In A Time Of Insanity - Heron Wealth
How To Make Good Financial Decisions During A Time Of Insanity - Webinar Replay Click the link below to watch the replay! #heronwealth #financialplanning #investing https://www.youtube.com/watch?v=PcZczrfVWpk&feature=youtu.be
Here are 3 actions you can take right now to maintain financial resiliency. Click the link below to learn more! #heronwealth #financialplanning #resiliency #retirementplanning #investments YOUTUBE.COM Build Resiliency in the Face of Financial Uncertainty
HERONWEALTH.COM Wealth advisor as jet liner pilot - Webinar replay Sunday, August 9th - Heron Wealth David Edwards - President at Heron Wealth August 10 at 11:02 PM · The last 6 months have been pretty tough times for most Americans - pandemic, protests, unemployment and economic recession. Unfortunately, we project that the next three months - August, September and October - will be even worse. David Edwards, President of Heron Wealth updated viewers on what he sees from his flight-deck. Edwards will also describe what Heron Wealth is doing for clients in this difficult time.
Wealth advisor as jet liner pilot - Webinar replay Sunday August 9th. Click the link below to learn more! #investing #financialplanning #heronwealth HERONWEALTH.COM Wealth advisor as jet liner pilot - Webinar replay Sunday, August 9th - Heron Wealth
YOUTUBE.COM With unemployment at 15%, what next for stocks? David Edwards - President at Heron Wealth May 11 at 1:51 PM · David Edwards of Heron Wealth presented a 28 minute webinar on the disconnect between recent economic performance and stock market performance. 1. Progression of the Corona-virus Pandemic 2. Prospects for stocks over the next 6 months 3. Some good news: how client families are making the best of a bad situation Presentation: 20 minutes Q&A: 8 minutes Replay: Webinar Sunday night, May 10th at 6 PM EST
David Edwards - President at Heron Wealth May 11 at 1:51 PM · David Edwards of Heron Wealth presented a 28 minute webinar on the disconnect between recent economic performance and stock market performance. 1. Progression of the Corona-virus Pandemic 2. Prospects for stocks over the next 6 months 3. Some good news: how client families are making the best of a bad situation Presentation: 20 minutes Q&A: 8 minutes Replay: Webinar Sunday night, May 10th at 6 PM EST
For a while, amid everything else that’s happened in 2020 — pandemic, racial tensions, economic insanity — it was easy to forget that this was also a Presidential election year. In the face of COVID-19, it’s hard enough to imagine the logistics of it taking place, much less predict the result. But as investors, it’s our job to imagine a variety of possible futures, and plan for each of them. As much as discussing politics has become about as fun as throwing your shoe at a wasps’ nest, in our latest webinar, we attempted to do the impossible: talk politics, analyze the 2020 political landscape, and envision how different outcomes might impact our financial lives. #heronwealth #election2020 #PlanForYourFuture #economy Read full analysis here: HERONWEALTH.COM Election 2020: What Investors Need To Know - Heron Wealth
Election 2020: What Investors Need to Know - Webinar Replay Sunday, October 4th @ 6PM EST How has the economy changed in the past month? How has President Trump done regarding his economic metrics? What might election night look like? We answered all these questions and more in last night's webinar! #heronwealth #stockmarket #economicdevelopment #election2020 View the webinar here: HERONWEALTH.COM Election 2020: What Investors Need to Know - Webinar Sunday, October 4th @ 6PM EST - Heron Wealth
With everything going on in our lives, planning for the future can be scary to think about. But the chaos makes it that much more important to make these plans. Heron Wealth's team of wealth advisors can help you with your #financialplanning needs. Click the link below to learn more! #retirementplanning #planforthefuture HERONWEALTH.COM Retirement Income Planning - Heron Wealth
Chris Jennings CFP® and Wealth Advisor at Heron Wealth discusses The Plenty of Time Fallacy. It's normal for us to put off planning for our future, but why? Chris shows us how we can get past these elements of procrastination to plan now and live well. 1) Fear of Mistakes 2) Fear of Receiving Bad Advice 3) Fear of Change
RANDYKAUFMAN.COM Magical Mystery Tour: The Past, the Future, and the Now — Grit With Grace Aker Advisors January 6 at 8:59 AM · “I heard the news today — oh, boy.” I spent nearly every morning of the last calendar year hearing that John Lennon lyric echo in my mind. It was all I could do to keep from getting overwhelmed by the cavalcade of catastrophe that was 2020. Now that we have, at least nominally, crossed out of that most chaotic year, the Beatles tune has changed: “There’s nothing you can do that can’t be done…All you need is love.” Transitioning from 2020 to 2021 feels good. It’s maybe not the grand-reopening that many of us anticipated, but as the COVID-19 vaccine slowly makes the rounds, and Donald Trump slowly accepts that he has to leave office (or is dragged out by his coattails), I find ample reason for optimism. Guided by Lennon/McCartney, I’ve compiled my thoughts and feelings in my first article of 2021: “Magical Mystery Tour: The Past, The Future, and the Now.” Optimists — and Beatles fans — unite! #beatles #Lyrics #johnlennon #paulmccartney #magicalmysterytour #newyear #present #liveinthemoment #thoughtleadership #gritwithgrace #the4gs
RANDYKAUFMAN.COM Magical Mystery Tour: The Past, the Future, and the Now — Grit With Grace Randy Kaufman January 6 at 8:59 AM · “I heard the news today — oh, boy.” I spent nearly every morning of the last calendar year hearing that John Lennon lyric echo in my mind. It was all I could do to keep from getting overwhelmed by the cavalcade of catastrophe that was 2020. Now that we have, at least nominally, crossed out of that most chaotic year, the Beatles tune has changed: “There’s nothing you can do that can’t be done…All you need is love.” Transitioning from 2020 to 2021 feels good. It’s maybe not the grand-reopening that many of us anticipated, but as the COVID-19 vaccine slowly makes the rounds, and Donald Trump slowly accepts that he has to leave office (or is dragged out by his coattails), I find ample reason for optimism. Guided by Lennon/McCartney, I’ve compiled my thoughts and feelings in my first article of 2021: “Magical Mystery Tour: The Past, The Future, and the Now.” Optimists — and Beatles fans — unite! #beatles #lyrics #johnlennon #paulmccartney #magicalmysterytour #newyear #present #liveinthemoment #thoughtleadership #gritwithgrace #the4gs
Taking Resilience into the New Year: Resilience is the art and science of taking a bad situation, turning it around, and making a good situation. #heronwealth #newyear #resilience https://heronwealth.com/observations/2021/1/3/taking-resilience-into-the-new-year
Webinar Replay: Year End Fire-side Chat To coin a phrase made famous by Britain's Queen Elizabeth II, 2020 has been our "annus horribilis." Last Sunday, David Edwards sat down with Buff Parham to answer questions from our clients regarding the economy, investment advice, the pandemic, the markets, and more. This year has shown us how truly chaotic life can be in all regards. Click the link below to watch our webinar replay and join the conversation in what we can expect for the coming year. #heronwealth #yearinreview #firesidechats #webinar #investing HERONWEALTH.COM Year end fire-side chat with David Edwards and Buff Parham replay - Heron Wealth
Register here for our final webinar of 2020: https://bit.ly/3nIT36b To coin a phrase made famous by Britain's Queen Elizabeth II, 2020 has been our "annus horribilis." Though only days remain in 2020, we can take little comfort that 2021 will be markedly better. Faced with such circumstances, we have two choices: sink into despair, or remain resilient, use the chaos as an opportunity for growth. Here at Heron Wealth, we choose resilience! Join us on Sunday, December 27th at 6PM EST to talk about 2020 in review and what we can expect going forward! #heronwealth #firesidechats #financialplanning #yearinreview
RANDYKAUFMAN.COM Reading for My Life: The Books that Got Me Through 2020 — Grit With Grace Randy Kaufman December 19, 2020 at 12:30 PM · Books have shaped my consciousness as much as (if not more than) any other singular experience. As this most chaotic year draws to a close, I’d like to share with you the books I read that got me through it. From true stories that brought me hope in times of darkness, to treatises on philanthropy that reshaped my approach to it, to fiction that enriched my sentimental understanding of life, these twelve texts helped me keep orange alive in 2020. Always, to me, a symbol of joy, kindness and peace, my plan is to #bringorangeback in 2021. Will you join me? #reading #books #literature #gritwithgrace #growth #gratitude #the4gs #recommendations #knowledge #learning #inspirational

Information

Company name
Heron Wealth
Category
Financial and Investment Services
Est
1996

FAQs

  • What is the phone number for Heron Wealth in New York NY?
    You can reach them at: 347-580-5280. It’s best to call Heron Wealth during business hours.
  • What is the address for Heron Wealth on 42nd street 20th floor in New York?
    Heron Wealth is located at this address: 205 E 42nd Street, 20th Floor New York, NY 10017.
  • What are Heron Wealth(New York, NY) store hours?
    Heron Wealth store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.