Heron Wealth is based in midtown New York City (NYC) and serves client families across the United States and overseas. We are a fee-only firm, which means that our compensation is derived directly from our clients, never in the form of commissions or transaction loads paid by a third party.


We adhere to the “Fiduciary Standard,” which consists of a duty of loyalty and care, and simply means that the advisor must act in the best interest of his or her client at all times and in all circumstances!