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.
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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.
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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.
Despite early twists and turns, markets ended the first half of 2025 on a strong note. The Investment Research Group shares their projections for the U.S. economy and markets as we enter the back half of the year. (9:42)
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On July 4th, President Trump’s new tax bill was signed into law. With major changes to capital gains, deductions, estate exemptions, and business taxes, this is the most important time in years to revisit your tax strategy—especially if you fall into higher-net-worth tax brackets.
Join us for a pop-up live event on Wednesday, July 23, at 4pm PT to understand what’s changed, what’s time-sensitive, and what our wealth strategists believe may be best to do next. Key planning opportunities we’ll cover include:
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.
Heritage Wealth Advisors is a different kind of wealth manager. We give busy, successful people a proven process to get more of their time back. Hear from CEO Erin Scannell on how we help clients invest in the most important parts of their lives.
Nowadays, you can get financial advice anywhere—but how do you decide which path will bring you closer to your goals with more confidence? In this video, we’ll walk you through three major questions to ask when seeking a wealth management team.
We’re ranked one of the Top Wealth Management Teams in the country because we provide a different experience. Hear how we live out our brand promise through goal-grounded planning, trusted recommendations, an elevated digital experience, and more.
One of the most important things to consider when hiring a wealth management firm is the culture of the team serving you. Get to know the Heritage Wealth Advisors team: What matters to us, how we work together, and how we serve our clients.
“When in life were you happiest? Which relationships matter most?” These are questions we ask clients so we can support them and their purpose. Building these considerations into your financial plan is how we keep your true goals front and center.
When it comes to tax planning, take a page from the wealthiest families in America. Check out our unique approach to proactive tax planning—one that could substantially reduce your tax rates moving forward.
We help families go beyond basic investment strategies to diversify drastically more, offering access to what endowments and institutional investors invest in. Learn how we can reduce your exposure to market drops and improve your long-term outcomes.
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.
Our mission is to help you make an impact on your goals, your family, and what’s most important to you through our personalized investment management process. Learn why we believe our value proposition can have a powerful impact on your future.
Heritage Wealth Advisors
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