Wealthspire Advisors LLC, an NFP company and an independent investment advisor, has purchased Heron Financial Group LLC (doing business as Heron Wealth), a New York-based wealth advisory firm that manages approximately $300 million in assets.
Heron Wealth offers financial planning, investment advice and estate planning services to client families living in the U.S. The firm works to create relationships with clients across generations including professional and executive individuals and their families, business owners and rising professionals.
“The addition of this experienced team deepens our New York City presence with talented professionals who are committed to delivering an amazing client experience built on a foundation of trust and fiduciary care,” states Mike LaMena, Wealthspire’s CEO.
Park Sutton Advisors served as advisor and Wiggin and Dana LLP served as transaction legal counsel to Heron Wealth.