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About Wealthspire
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.
About Wealthspire
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, instituti...
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(3) Reviews for this company
1 Stars
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2 Stars
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3 Stars
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4 Stars
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5 Stars
(3)
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John Brennan
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. Positive Responsiveness, Quality, Professionalism, Value
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Leah Therapist
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.
K
Katie Kohlbeck
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!! Positive Responsiveness, Professionalism
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Reviews
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
K
Katie Kohlbeck
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!! Positive Responsiveness, Professionalism
L
Leah Therapist
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.
J
John Brennan
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. Positive Responsiveness, Quality, Professionalism, Value
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