Heron Wealth
New York City NYC Financial Planners Wealth Advisors & Investment Advisers
1.png

Answers & Observations

Stay up to date with the latest personal finance developments, financial planning advice, investment news and retirement planning tips from our team of certified financial planners and experienced wealth advisors here in New York City.

Mastering Your Financial Life with David Edwards

In this episode of Mastering Your Financial Life, Judy Heft interviews David Edwards. David is president and founder of Heron Wealth. Heron Wealth is a New York City-based wealth advisory firm that provides financial planning, investment advice and tax & estate planning services to client families living in the United States, Europe and Latin America. Founded by President David Edwards in 1996, Heron Wealth currently manages $500 million in client assets.

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is the Founder & CEO of Judith Heft & Associates, as well as a practicing Financial and Lifestyle Concierge.

David Edwards is president and wealth advisor with Heron Wealth, a $500 million registered investment advisor based in New York City working with 225 client families across the U.S. and around the world.

At time of publication, Edwards and/or his clients held positions Amazon, Apple and Google.

David Edwards, Behavioral Finance, Impact Investing, Good to KnowDavid EdwardsComment