Heritage Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started
  • Key tax considerations

    Tax planning is an important part of any financial strategy throughout the year, not just in April.
    Explore tax insights

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

Our approach

We exist to help families live a full life and make positive impacts with the resources they have. We are centered on helping you identify your family's most meaningful goals and we work through an intentional process to help achieve them. We find that in order to help our clients make a positive impact on their family and community, it’s critical that we go above and beyond your expectations. Our comprehensive approach to financial planning helps to drive the positive impact. Based on our experience working with families in a similar position to your current one, as well as families in situations that might be aspirational to where you want to go, our team proactively brings to you items that can be helpful to address(including gaps and opportunities not previously identified).

What is the full potential impact of your wealth? We believe the answer involves more than your balance sheets and cash flow statements; we believe the full answer incorporates your family members,your family story, your community, your principles and values, your goals, and your assets. This is where intentional planning comes in, bringing it all together, and enhancing the impact of your wealth.

Honored to be recognized in Forbes

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.

Our videos

7 videos

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

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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Keep an eye on the future

Working with a personal financial advisor who’s just as focused on you as they are on the markets can help you keep an eye on the future. (0:15)