Client Resources

Building a Financial Plan is easy...right?

Heron Wealth President David Edwards explains why it makes sense to speak to a financial planner in order to get a handle on your finances or to plan for your retirement.

Life in a Box

As a kid, things were simple. Life's different now and financial planning keeps you organized and in-the-know.

Five things you need to know about your retirement

Explained by David Edwards, President of Heron Wealth.

Our Financial Planning App

View this video to explore the features of Heron Wealth's financial planning app which is available to all our clients.

Five items from the Heron Wealth retirement checklist

What do "Investing in Retirement" and landing an aircraft have in common? If you get it wrong, the results could be disastrous!

Purpose Base Asset Allocation

David Edwards, President and Founder of Heron Wealth explains the advantages of Purpose Based Asset Allocation

Behavioral Finance - why we buy high and sell low

Heron Wealth President David Edwards explains the importance of behavioral finance in investment decisions.

Joyful financial planning explained - Heron Wealth

Can joy replace fear in planning for your financial future? Heron Wealth President David Edwards explains how we achieve this for our clients.

Three Bucket Retirement Income Strategy

President David Edwards explains Heron Wealth's' retirement income strategy.

The Millennial Paradox

Samantha Gorelick of Heron Wealth talks to InvestmentNews about the Millennial Paradox and what advisors should be telling Gen Y clients now.

How Heron Wealth helps you to achieve your financial goals

In this short presentation David Edwards, President and Wealth Advisor, introduces the Heron Wealth approach.

Interviews with David Edwards

Leveraging Expertise with Technology

InvestmentNews caught up with Heron Wealth CEO David Edwards while at the T3 Advisor Conference in February 2017. Edwards explains how he uses technology to leverage his financial planner / investment team's time and abilities.

David Edwards of Heron Wealth on Bloomberg Radio

Edwards spoke with Kathleen Hayes on Bloomberg Radio about the important events of 2014, and their impact on investors. He discussed what might happen for investors in 2015.

David Edwards - 2012 US Presidential Election Forecast

David Edwards was interviewed by Kathleen Hays of Bloomberg Radio on October 31st, 2012.

David Edwards on cybersecurity for smaller advisory firms

Cybersecurity continues to be a top compliance concern for investment advisers. Through hypothetical cybersecurity data breach scenarios tailored to firm size, explore the practical application of best practices. 

David Edwards explains sensible asset allocation on Bloomberg Radio

David Edwards spoke with Bloomberg's Kathleen Hays and Vonnie Quinn in August 2014.

Wealth Management Careers

Heron Wealth President David Edwards presents tips on seeking a career in wealth management.

David Edwards explains stress test technology on Bloomberg

Interview with Kathleen Hays and Vonnie Quinn. Edwards explained how his firm applies Hidden Levers stress test to clients' portfolios.

David Edwards on the impact of the 2013 government shutdown

David Edwards was interviewed by Mary Jane Popp of KAHI Sacramento on November 11th, 2013.

David Edwards on the economic costs of the destruction of trust

Interviewed by Kathleen Hays on Bloomberg Radio on December 28th, 2011.

Complying With a New Stringent Privacy Law

A new Massachusetts privacy law means more compliance hurdles for advisers.David Edwards, president of Heron Financial Group, speaks with columnist Suzanne Barlyn about tackling the requirements.

David Edwards forecasts 8% S&P 500 growth in 2013

David Edwards was interviewed by Kathleen Hays of Bloomberg Radio on January 22nd, 2013.

David Edwards on Investor Fear, Facebook, JP Morgan and Greece

David Edwards of Heron Financial Group interviewed by Kathleen Hays of Bloomberg Radio on June 13th, 2012.

David Edwards on purpose based asset allocation

David Edwards of Heron Financial Group was interviewed by Kathleen Hays of Bloomberg Radio on April 4th, 2012.

Events Sponsored by Heron Wealth

US Sailing U.S. Match Racing Championship - Wrap Up

The entire weekend of racing in 3 minutes flat. The best shots, the best moments and an explanation why we have two champions: Match racing veteran David Storrs and up-and-comer Pearson Potts.

Oakcliff Spring Invitational Match Race - Sunday

Today was the deciding day which started with the end of the quarterfinals and a breeze that held on long enough to determine the champion.

BVI Spring Regatta & Sailing Festival 2013 - Friday

The first day of serious racing as the fleet saw some challenging conditions in the Sir Francis Drake Channel. Presented by Nanny Cay.

Opera House Cup Wooden Sailboat Regatta August 2010

The 38th Annual Opera House Cup Regatta, a cherished tradition on Nantucket, was raced on Sunday, August 15, 2010. 

US Sailing U.S. Match Racing Championship - Sunday

Today determined the 2017 U.S. Match Racing Champion and the winner of the Prince of Whales Bowl. Hosted by Oakcliff Sailing Center in Oyster Bay, NY on Swedish Match 40s.

Oakcliff Spring Invitational Match Race - Saturday

Sailing conditions on West Harbor Oyster Bay NY were shifty for the eight teams sailing the Match 40's but a full round robin and the start of the quarter finals were all part of the days action.

Opera House Cup 2012

This year's Opera House Cup, whose history includes starting as a challenge in a bar, started with the Rainbow Parade and pirate ships!

Nantucket Race Week - August 2009 - Part 1

Nantucket Race Week - August 2009, documented by US Sailing president Gary Jobson on behalf of Nantucket Community Sailing.

US Sailing U.S. Match Racing Championship - Saturday

Oakcliff Sailing, Oyster Bay N.Y. The second day of racing ran into a dying breeze that kept all of the quarterfinalists from being determined but close action in the completed races was still the theme.

BVI Spring Regatta & Sailing Festival 2013 - Sunday

The final day continued with big breeze keeping the competitors hands full in the Sir Francis Drake Channel. 

Nantucket Race Week 2012: Friday

Nantucket Island Friday August 17th: Twelve metres are the order of the day in Nantucket Race Week action.

Nantucket Race Week - August 2009 - Part 2

Nantucket Race Week - August 2009, documented by US Sailing president Gary Jobson on behalf of Nantucket Community Sailing. 

US Sailing U.S. Match Racing Championship - Friday

Hosted by Oakcliff Sailing, sailed on Oyster Bay NY in Swedish Match 40s, ten teams from around the country compete for the Prince of Wales Bowl.

BVI Spring Regatta & Sailing Festival 2013 - Saturday

Saturday saw breeze on as conditions were perfect for the fleet sailing out of Nanny Cay Marina. As the next to last day of competition was completed the action was all captured by helicopter.

Nantucket Race Week 2012: Thursday

Nantucket Island, Thursday August 16th: the IOD celebrity invitational was the event of the day with light winds but no shortage of action.