With the end of the tax season fast approaching, some of your clients could see a hefty tax refund coming their way or have perhaps already pocketed that check.

Investment NewsDavid EdwardsApril 4, 2016Tax RefundsComment

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.