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Heron Wealth

Wealthspire Advisors to Acquire Heron Wealth, a New York City-Based Wealth Management Firm

Acquisition strengthens Wealthspire’s Northeast footprint New York, March 23, 2023 – Wealthspire Advisors LLC, an NFP company and independent investment ...

Jacob Even joins the team as SVP, Wealth Strategist – Tax Policy and Research

Jake joins the team with extensive knowledge and expertise in complex tax law. He specializes in advanced income tax planning, ...