The negative and foreboding tone of Mr. Trump's speech, which repeatedly mentioned the theme of "law and order" and America being unsafe and financially worrisome, bothered some financial planners.

Investment NewsDavid EdwardsJuly 22, 2016Trump, Client worriesComment

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.