We help you reduce your energy consumption and costs through energy-efficient practices and technology. We provide comprehensive accounting services, including rent collection, payment processing, financial reporting, and budgeting analysis. We create and manage budgets that help you optimize your operating costs and maximize your return on investment. Our team of experts provides routine maintenance services and handles repairs promptly to keep your property in excellent condition. We provide a comprehensive facility management program that includes preventive maintenance, repairs, and emergency response services to keep your property safe, secure, and in top condition. We oversee construction projects from start to finish, ensuring that your project is completed on time, within budget, and to your satisfaction. We assist you in finding the right tenants for your property and help you negotiate lease agreements that protect your interests and comply with local laws and regulations. While the information is deemed reliable, Wealthspire Advisors cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use.At PMA, we offer a wide range of property management services to help you manage your commercial property efficiently and effectively. The commentary provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC and Private Ocean, LLC, separate registered investment advisers and subsidiary companies of NFP Corp. Visit NFP.com to discover how NFP empowers clients to meet their goals. NFP is the 9th best place to work for large employers in insurance, 7th largest privately-owned broker, 5th largest benefits broker by global revenue and 13th largest broker of US business (all rankings according to Business Insurance). NFP is a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor that provides solutions enabling client success through the expertise of over 7,400 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. For more information on Wealthspire Advisors, please visit About NFP Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures. We are fiduciary advisors who value connecting all parts of a client's financial life to deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations. Wealthspire Advisors is an independent registered investment advisor that oversees, across its entities, 19 offices in 10 states throughout the Northeast, Mid-Atlantic, Midwest, and West Coast. ![]() Park Sutton Advisors, a Waller Helms Company, served as advisor and Wiggin and Dana LLP served as transaction legal counsel to Heron Wealth. The transaction is expected to close early in the second quarter of 2023, subject to customary approvals and closing conditions. "We are thrilled to join Wealthspire Advisors to add additional capabilities as we advise the ever more complex requirements of modern families." "For three decades, we adapted our firm to meet the evolving needs of our clients," said Edwards. Heron's purpose is to create lifetime relationships with their clients across generations including professional and executive individuals and their families, business owners, and rising professionals. by President David Edwards in 1996, Heron Wealth provides financial planning, investment advice, and estate planning services to client families living in the United States. ![]() "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."įounded as predecessor Heron Capital Management, Inc. ![]() "We are delighted to welcome David Edwards and the Heron team to Wealthspire," said Mike LaMena, Wealthspire's CEO. NEW YORK, Ma/PRNewswire/ - Wealthspire Advisors LLC, an NFP company and independent investment adviser, today announced a signed agreement to purchase Heron Financial Group, LLC dba Heron Wealth, a New York City-based wealth advisory firm that manages approximately $300 million in assets*. Acquisition strengthens Wealthspire's Northeast footprint
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