Heron Wealth is a New York City wealth management firm. Our Professional Certified Financial Planners provide individuals with fee-only financial planning and investment advice to residents of NY, NJ and Long Island.
Heron Wealth | 205 East 42nd Street, 20th Floor | New York NY 10017 | (347) 580-5280 | © 2017-2018 HERON FINANCIAL GROUP, LLC. All Rights Reserved.
Heron Wealth is an SEC registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Heron will only transact business in the states where the firm is noticed filed or otherwise exempt. This website is being provided for informational purposes only and nothing within should not be considered investment or financial planning advice or a recommendation to buy or sell any securities. Therefore, no investment decision should be made based solely on any information provided herein. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. To obtain detailed information about our services, fees and other important disclosures, please see our Form ADV Part 2A Disclosure Brochure, which can be obtained at the below link.