Heritage Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, Inc.

Client Satisfaction 4.6 / 5 rating based on 191 reviews

About Ameriprise

For 125 years, Ameriprise has been committed to putting clients’ needs first.
Learn more
Financial confidence

To see where you stand across key financial areas, take the 3-Minute Confident Retirement^® check.
Take the check
Crunch the numbers

Use our financial calculators to explore various saving, investing and tax scenarios.
View calculators

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer^™ recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Ruth's Chris Steakhouse - Bring a Friend Event

APR 14, 2020 / 6:00 PM - 8:00 PM

We would like you to join us for an exclusive event and an informal presentation of ‘Investing for the life you deserve – today and tomorrow’ at Ruth's Chris Steakhouse in Bellevue, WA on Tuesday, April 14th, 2020 at 6:00 pm. Please consider how we could help someone you know you might benefit from this information and invite them to join us for this special event.

Financial Bootcamp for Kids - Saturday, April 18th 2020 - Elementary Age Session

APR 18, 2020 / 10:30 AM - 12:00 PM

“Teach the children so it will not be necessary to teach the adults.”
- Abraham Lincoln

We don’t teach kids enough about money in school, and young adults are sent into the world with little to no formal education in how to make smarter money decisions.

Join us and bring your kids for a discussion around important financial concepts that will not only help put them on a better trajectory, but leave them excited about making better financial decisions.

Mindset

What really makes us happy?

(Hint: It's not necessarily money)

Making Money

Careers versus jobs
Chores
Helping neighbors
Starting a business

Investing

Getting your money to make money for you
Why Einstein called compound interest the 8th Wonder of the World
Where Money Goes

Needs Versus Wants

•Save
•Spend
•Give

Borrowing

•The Plastic Piranha

and

•Tyrannosaurus Debt

Next Sessions On June 20th, Sept 12th, Nov 21st

Financial Bootcamp for Kids - Saturday, April 18th 2020 - Middle & High School Age Session

APR 18, 2020 / 12:30 PM - 2:00 PM

For Middle School and High School kids (but we encourage kids as young as 6 to attend)

“Teach the children so it will not be necessary to teach the adults.” - Abraham Lincoln

We don’t teach kids enough about money in school, and young adults are sent into the world with little to no formal education in how to make smarter money decisions.

Join us and bring your kids for a discussion around important financial concepts that will not only help put them on a better trajectory, but leave them excited about making better financial decisions.

Mindset

What really makes us happy? (Hint: It's not necessarily money)

Common mistakes adults make and how to avoid them

Making Money

Careers versus Jobs
Entrepreneurship
Negotiating Pay Raises
Side Hustles
Building a Network

Setting Goals

Why does a small percentage of the population make significantly more than the rest?

Where Money Goes

Needs versus Wants
Save or Spend?
Major Expenses
- Cars
- Moving Out
- College

Borrowing & Investing

Borrowing Money
The Plastic Piranha
"Be the Bank"
Investing - Getting your money to make money for you

Next Sessions On June 20th, Sept 12th, & Nov 21st

View all events

We are proud to share that Forbes named Colin Sands one of their Best-in-State Wealth Advisors for 2020. The list spotlights top advisors across the U.S., and Colin Sands was honored as the #28 ranked advisor in Washington. Congratulations, Colin, and thank you to all our wonderful clients for making this recognition possible. At Heritage Wealth Advisors, helping our clients achieve their goals is the biggest reward of all.

Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and credentials/years of professional experience. Selection of winners is done by comparing advisors at a national level, selecting winners, and then sorting them into state-specific lists. A separate evaluation is not done for each state. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.

11 videos

Previous Video Next Video

Now Playing

The federal government takes action to support the economy

The federal government takes action to support the economy

In response to the COVID-19 pandemic, the Federal Reserve and U.S. government have taken actions to add liquidity into the markets and economy. In this discussion, Ameriprise and Columbia Threadneedle experts explain why this may benefit investors and consumers. ¹ (31:25)

Now Playing

Staying on track when markets are volatile

Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)

Now Playing

Key metrics to watch in markets and the economy

Key metrics to watch in markets and the economy

As the market continues to change daily, responding to ongoing stresses in the economy, it can be difficult to prioritize long-term financial goals. In this discussion, experts from Ameriprise Financial provide helpful context for conversations with your advisor. (28:01)

Now Playing

Building financial confidence for a lifetime

Building financial confidence for a lifetime

At Ameriprise, a dedicated team of advisors is ready to help you when you need them. With an understanding of what’s most important to you, they can offer personalized advice based on your goals for today and tomorrow. Their guidance, combined with digital tools, help you track the progress toward your goals, anytime, anywhere. Working together, they can help you make your financial dreams a reality. (1:12)

Now Playing

Economic impacts from the coronavirus

Economic impacts from the coronavirus

Where could global economies be headed amid the outbreak? Russell Price, Ameriprise Chief Economist, sums up the near-term situation and whether it could cause a recession. (1:36)

Now Playing

What can investors watch for in markets amid the virus outbreak?

What can investors watch for in markets amid the virus outbreak?

The virus outbreak is dominating investors’ psyche. Focus on three main indicators of the potential business impacts. (0:49)

Now Playing

Could reactions to the coronavirus lead to a recession?

Could reactions to the coronavirus lead to a recession?

Adverse events such as the virus outbreak have the potential to cause an economic downturn. Learn about the prospect for a recession. (0:59)

Now Playing

Financial steps to take at any age

Financial steps to take at any age

Ameriprise Financial’s recent Ages, Stages & Money study explores how people’s financial journey is shaped by age and life stage. In this video, Marcy Keckler shares tips to help individuals feel more (1:36)

Now Playing

How does the economy affect my investments?

How does the economy affect my investments?

Fluctuations in stock prices and economic activity can make you wonder if they can impact your investment goals. Our Chief Economist Russell Price weighs in on investing and U.S. economic fundamentals. (0:41)

Now Playing

Current market headlines: News or noise?

Current market headlines: News or noise?

With an overload of news on market events and conditions, investors often wonder which headlines warrant action and which ones will likely have little impact on their portfolios. Columbia Threadneedle Investments Global Chief Investment Officer Colin Moore offers a grounded perspective on headline news and short-term market events. (0:39)

Now Playing

Can short-term market swings affect my financial goals?

Can short-term market swings affect my financial goals?

Although market ups and downs can be unsettling, they’re a normal part of investing. Ameriprise Chief Market Strategist David Joy talks about what you can do to play defense against market volatility. (0:55)

The Ameriprise difference

Ask us about tracking your goals online

Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Gauge your retirement readiness

Our 3-Minute Confident Retirement^® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

view commentary

3 actions to navigate the changing market

Strong market downdrafts driven by coronavirus fears can feel unsettling. Anthony Saglimbene, Ameriprise Global Market Strategist, sums up what to watch for and three actions to take with your advisor to help keep your portfolio on track. (2:02)