Erin Scannell, #1 in Washington: Forbes Best-in-State Wealth Advisors, 2024
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One-to-one financial advice
We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.
Personalized recommendations
We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.
Regular meetings
We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.
Anytime access
At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.
Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.
As we enter the final quarter of 2025, Ameriprise Financial experts break down recent market and economic developments, including recent interest rate cuts. Get their projections on where the market may be headed in this episode of Ameriprise Talks. (9:20)
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One of our financial planning principles is that how much income you have is less important than how much of that income you can keep after taxes and fees. And what we find is that most of our clients have more control over how much of their income they get to keep than they had previously realized. If you’re not already executing strategies like tax swapping, intra-family loans, upstream/downstream gifting, or Tax Holidays to help reduce your tax burden, our free tax planning workshops are an effective way to explore whether to add proactive strategies to the tax work that’s already being done when filing your returns.
In our Year-End Tax Strategies workshop, we’ll cover the tactics that we have found may help make the biggest impact on reducing our clients’ tax burden—specifically, strategies you may be able to take advantage of before the year is over. RSVP to learn:
Would you rather see your money in the hands of the IRS, or a charitable cause that truly means something to you? You may have more control over where your wealth goes than you think. Our Planned Giving seminar will teach you how to redirect thousands in tax dollars to charitable contributions and still retain as much wealth—if not more—in the long run.
Planned Giving doesn’t require that you spend less on yourself or give your kids less. Most people with a net worth of over $1M will pay well into the six figures in taxes. It means to instead give some of that money to charity—not the money you need to live on.
Join us to learn strategies for redirecting what otherwise might go to the IRS to the charities you support. We’ll discuss:
We welcome you to join us for a discussion on the current environment for investors, along with our views on longer-term risks to retirement portfolios. We’ll also cover strategies we use with clients to mitigate these risks and take advantage of the opportunities they present. We will cover many topics, including:
All of us at Heritage Wealth Advisors are proud to share that our team has been included on the 2024 Barron’s Top 250 Private Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.
Our transparent investment management process means we’re always offering the best solutions for you. We don’t push certain products—instead, we give families access to money management like what institutional investors enjoy, but at a retail level.
Heritage Wealth Advisors
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