Wall Street Journal interviews David Edwards on Sailing and Investing
David Edwards was interviewed recently by the Wall Street Journal on how his love of sailboat racing promotes his wealth advisory practice, contributing to a 40% growth in assets and revenues since January 2013.
David Edwards, President of Heron Financial Group. We take CARE of families, - $100 million in assets. We have a very precisely defined target client. We are looking for time-stressed executives between 45 and 55 years old with at least $1 million in investable assets. They are looking to us to not only take care of their financial lives, but indeed advise them on insurance, estate planning, college savings, buying a second home, marriage, divorce. Anything that involves money in their lives, we're there with an opinion.