Wealthspire Advisors

Jun 2022

Just received an “Account Overview" and the balance is $861,318.77!!! That's more than double my orignal investment of $400,000 in 2015!! And this is after withdrawing the better part of $200K over the past several years. It would be over $1M if I’d been able to leave it alone – a sum I never ever ever thought I’d ever have. Never even imagined it in my wildest dreams. Simply amazing. Thank you so much.

Jun 2022

David and Heron Wealth have been a life line for my family. My aging parents were overwhelmed by all the decisions they needed to make. David went above and beyond managing their team of trust and real estate attorneys, accountant, bookkeeper, even anxious adult children! He is patient, light hearted, and puts things into language non-financial people can understand. Additionally, their investments have been doing really well in his capable hands and they are now able to enjoy their retirement without worry. Thank you David for your personal, professional, and always knowledgeable help and advice!

Jun 2022

David and the Heron team have been advising me for over five years.This isn't my first portfolio advisor so I know the difference.Heron is always in front of the game giving consideration towhat is best for every particular client. I feel confident and comfortable knowing I'm in responsible, smart, good hands.