Heron Wealth is a financial advisor based in New York City. It provides investment advice, financial planning, and tax and estate planning services to individuals and families living in the US, Europe, and Latin America. Heron Wealth's objective is to simplify financial goals and fully disclose risks and potential rewards to clients. The firm also offers equity compensation strategies, behavioral coaching, insurance guidance, and goals-based planning. Heron Wealth president David Edwards founded the company in 1996. Currently, the company manages $360 million in client assets.