• Who We Are
• Who Are Our Clients?
• Our Process
• FAQ
• Make an Appointment
• Sign-up for our commentaries
• SEC Form ADV (Brochure)
• Employment Opportunities
• Important Definitions
• Terms & Conditions
• Disclosure
• Privacy Policy

Disclosure

Heron Financial Group | Wealth Advisors (“Heron”) believes its investment advice is entirely focused on the best interests of the client. Any investment advice provided by Heron is client specific based on each clients' risk tolerance and investment objectives.

This website is not meant as a general guide to investing, or as a source of any specific investment recommendations, and makes no implied or express recommendations concerning the manner in which any client's accounts should or would be handled, as appropriate investment decisions depend upon the client's specific investment objectives.

Any opinions expressed are current only as of the time made and are subject to change without notice. Reports may include estimates, projections or other forward looking statements, however, due to numerous factors, actual events may differ substantially from those presented. While we believe this information to be reliable, Heron bears no responsibility whatsoever for any errors or omissions.

Additionally, please be aware that past performance is not a guide to the future performance of any manager or strategy. Therefore, caution must be used in inferring that these results are indicative of the future performance of any strategy, fund, manager, or group of managers. An investment involves risks, including the risks of losing some or all of the invested capital and liquidity restrictions as defined in the offering documents.

Index benchmarks contained in this report are provided so that performance can be compared with the performance of well-known and widely recognized indices. The volatility of these indices may be materially different from that of the fund. You cannot invest directly in an index. Index results assume the re-investment of all dividends and interest.

The information provided is not intended to be, and should not be construed as, investment, legal or tax advice. Nothing contained herein should be construed as a recommendation or advice to purchase or sell any security, investment, or portfolio allocation.