Wealthspire Advisors

Wealthspire Advisors, formerly known as Heron Financial Group, LLC, is a fiduciary financial advisor firm established in 2007 and registered with the SEC. The firm offers personalized financial planning, estate planning, and investment management services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Wealthspire's investment strategies include a variety of securities such as equities, bonds, mutual funds, and annuities. The firm may also recommend independent third-party advisers to manage client assets based on their investment objectives. Clients have discretion over their investments, and the firm does not act as a custodian but places trades under a limited power of attorney. Wealthspire operates on a fee-only basis, charging management fees based on a tiered structure depending on the total value of client accounts. The firm reviews accounts regularly and provides clients with online access to detailed investment information. Wealthspire does not engage in soft-dollar arrangements and does not vote proxies on client securities. The firm has a written code of ethics and does not participate in performance-based fees. Clients are encouraged to vote their proxies, and the firm does not provide financial information due to specific criteria not being met.