Heritage Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC

Client Satisfaction 4.6 / 5 rating based on 200 reviews

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Here to support you

We're available to connect virtually by phone and online during this time.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Serving you in these unprecedented times

We are committed to keeping our clients informed and providing you with the latest perspectives on the current market and economic conditions and providing personalized advice to help with your individual needs. We are available to answer any questions you may have during these difficult times.

• Meet with us– we meet with clients by phone or online and would be happy to do so with you.

• Access your accounts – you can securely access your accounts anytime at ameriprise.com or the Ameriprise app.

• Listen to the latest audiocast below in the video gallery or visit the Insights tab for perspectives related to market conditions

Our thoughts are with our clients and our community. Please take care of yourselves and those around you.

State of the Markets Update

JUN 5, 2020 / 10:00 AM - 11:00 AM

In 2009, the Dow Jones dropped to 6600 points. Since then, it has roughly quadrupled, during a time when the economy has grown at a below average rate. This growth has occurred in spite of the COVID crisis and historically bad unemployment and GDP levels.

Will the markets continue their rebound or will the deep recession finally impact the markets? Join us as we share thoughts on the state of the markets, leading national & international trends, and how best to prepare for what is next.

• How to take advantage of the volatility
• What the "Smart Money" is doing with their money
• What to do if this recession results in a 50%+ decline

Estate Planning

JUL 10, 2020 / 10:00 AM - 11:00 AM

While it might not be the most exciting subject in the world, Estate Planning is foundational is every financial plan. We want our money to serve us during our lives, with whatever remains going to our kids and family, to causes we support, and to our community. Join us as we share strategies that balance simplicity and effectiveness, that provide for us if we become sick or incapacitated, and that can help minimize taxes, allowing us to make potentially a larger impact on our family and charities we support.

• Basics – Strategies for preserving your estate and avoiding probate

• Advanced – Strategies for potentially reducing taxes

• Planned Giving – Strategies for tax efficiencies to support causes you believe in and still provide a legacy for your loved ones

• Easy Wins -Strategies to use now that you can implement yourself

From the Hill to the Street: An Insider's Perspective

JUL 22, 2020 / 9:00 AM - 10:00 AM

Join us for "inside the beltway" insights on the latest developments in Washington and the information you need to navigate any changes that lie ahead for Investors
• The 2020 Election Landscape
• Tax Cuts & Jobs Act and its residual effect on business owners, investors and the markets
• President Trump's trade & legislative initiatives

View all events

All of us at Heritage Wealth Advisors are thrilled to announce that Erin Scannell has been named to the Barron’s Top 100 Financial Advisors for 2020, and Colin Sands has been named to the Forbes Best-In-State Wealth Advisors for 2020. These awards recognize advisors who provide clients with a high-quality experience and lead the way in the industry. Congratulations Erin and Colin! We’re proud to work alongside you to help our clients achieve their financial goals.

11 videos

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Now Playing

Four larger investment themes to watch

Four larger investment themes to watch

Hear about four themes that may have implications for investors. Experts from Ameriprise Financial and Columbia Threadneedle Investments share strategic insights on federal debt, inflation, global economic recoveries and a second wave of COVID-19. (16:58)

Now Playing

Pivoting your portfolio for the next stages in markets

Pivoting your portfolio for the next stages in markets

This week, Ameriprise experts provide insights to help investors who want to add or rebalance investments, dial down risk and consider sectors that could lead a recovery as they respond to questions submitted during the recent call with clients. (16:16)

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

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 (1:38)

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.

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Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)