WA
Wealthspire Advisors
Your trusted partner for personalized financial planning and wealth management in New York.
5(5 reviews)
$$$
Business
financial-advising
financial-advisor
Comprehensive strategies tailored to individual goals, including budgeting, savings, and debt management.
Expert guidance on portfolio construction, asset allocation, and market analysis to optimize returns.
Long-term planning for retirement, including income strategies, tax efficiency, and estate considerations.
Support for business owners with financial strategy, cash flow management, and growth planning.
Ongoing monitoring and adjustment of financial plans to adapt to changing markets and life events.
Informative sessions on market trends and financial topics to keep clients informed and engaged.
Your trusted partner for personalized financial planning and wealth management in New York.
No photos available
Wealthspire Advisors is a premier financial advisory firm located in the heart of New York City, dedicated to helping individuals, families, and businesses achieve their financial goals. With a 5-star rating from satisfied clients, we offer expert guidance on investment strategies, retirement planning, and long-term wealth stewardship. Our team of knowledgeable and responsive advisors, including professionals like Chris Jennings and David Edwards, provides tailored solutions with integrity and transparency. We focus on building confident financial futures through detailed planning and proactive client engagement, ensuring peace of mind and improved financial health.
My husband and I have been with Heron Wealth since the start of 2020 and we could not be happier! Our financial planner, Chris Jennings, is incredibly detailed and responsive. (plus, just really fun to talk to!) We feel so much better and confident about our financial strategy and future now with the expertise and partnership of Chris and Heron Wealth. Would not hesitate for a second in recommending if you need to get your personal finances in order. Thank you, Chris!!
My experiences with Chris at Heron Wealth were well above expectations. I found Chris to be very trustworthy and knowledgeable - both keys for me when working with a financial advisor. He helped me feel at ease with understanding and working toward financial goals while considering what is best for my business. I’ve recommended him to friends and colleagues who have also had very positive experiences. My financial picture has improved in many and various ways, because of working with Chris. I highly recommend him for your financial needs.
My family has been working with David Edwards at Heron Wealth for almost 2 years now, and the process has been so rewarding. Every part of our plan was explained to us in great detail, and our promises were all delivered. The team has their act together and was on top of every single important detail. We are in a much healthier spot having worked with Heron Wealth, and are not really sure what we would have done without them. Highly recommended to anyone looking for financial planning.
We've been clients of Heron Wealth for many years. David Edwards, founder and CEO and his team are professional, responsive and knowledgeable. They have been faithful stewards of our family's resources and guided us with expertise around financial strategy, both near and long term. We have tremendous confidence in their capabilities, integrity and competence. They also anticipate our needs, seeking and presenting to us opportunities to improve our financial strategy. We are very happy with our partnership with Heron.
We've been clients of Heron Wealth from its very beginning and over these many years have come to know the firm well. We've remained with Heron Wealth, certainly because of its performance across widely differing markets, but, importantly, also because of the confidence in stewardship of David, its CEO, and his team. They made clear they are acting in our interest. We've confidently referred friends and family to Heron Wealth. Heron Wealth has worked to engage and actively attend to its clients' needs and evolve as a company. David's recent webinars are an example of his commitment to serving his clients and keeping them informed. We encourage you to watch them. They are relevant, insightful and frank assessments of the market environment, how they relate to your financial plans, and what is being done to advance your interests.
Claim Wealthspire Advisors to update business info, respond to reviews, and access analytics.
