I came to Darden in 1991 intending to start an investment advisory firm. With ten years of Wall Street experience prior to Darden, I refined what I already knew about finance & investments and developed a deeper understanding of markets, economies and industries. I chose classes in marketing and operations critical to the success of an entrepreneur. I founded Heron Financial Group | Wealth Advisors in September 1993.
DAVID EDWARDS - DARDEN CLASS OF 1993 One of the key management concepts we learned at Darden was the importance of identifying capable experts and delegating responsibilities accordingly. The same is true with our financial lives. Investing, tax, retirement and estate planning is increasingly complex, but many professionals still manage their own investments instead of partnering with an advisor. While financial ruin may not be the result, missed opportunities and unexplored options should be a concern. Despite the most terrifying financial conditions in the last 5 years anyone could imagine, I am proud that the individuals & families who depend on us remain on track. The proof is that our retired clients received their monthly cash distributions without fail through the entire financial crisis, while the clients who are investing for the future are at or near record levels in their portfolios. We accomplished this by managing short-term needs in low volatility reserves while maintaining our exposure to higher risk/higher return investments for long-term growth. You may be wondering whether your financial plan will achieve your goals. I would be delighted to perform a complimentary diagnostic of your current situation.
Let’s begin the conversation today! Yours sincerely,
David Edwards, President
Heron Financial Group I Wealth Advisors counsels individuals and families on investments, asset allocation, executive compensation, 401K planning for individuals and businesses, life insurance & annuities, college tuition, retirement, estate and divorce planning. Our purpose is to clarify and simplify the means by which our clients will achieve their financial goals. Our clients are executives, managing partners of law firms and consultancies, Wall Street professionals, owners of businesses, and heads of families. Relationships begin at $500,000 in investable assets. Assets held in custody with Fidelity Investments, Boston.
We take CARE of your financial life! New York • www.HeronFinancialGroup.com • Nantucket
(800) 994-3766 36
THE DARDEN REPORT | FALL/WINTER 2012