David Edwards, of Heron Financial Group in Nantucket, Mass., knows a lot about smooth sailing. Each year he hosts a sailing regatta in the British Virgin Islands to connect with ultra-high net worth clients.

RIA CentralDavid EdwardsJune 21, 2015Financial Advice Marketing, 30-SomethingsComment

Heron Wealth is a New York City-based wealth advisory firm providing financial planning, investment advice and tax planning & estate planning services to clients. Founded by President David Edwards in 1996, Heron Wealth currently manages $500 million in client assets.