Erin Scannell, #1 in Washington: Forbes Best-in-State Wealth Advisors, 2023

  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
    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

    Review tax planning strategies throughout the entire year, not just during tax season.

    Explore tax insights

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Better Decisions. Higher Confidence. More Impact.

We believe that improving the quality of financial decisions leads to better health, better relationships, a more secure life, and greater CONFIDENCE. We help clients with their investments, as well as what they say are the far more meaningful things:

How can I build more time in my life for my most cherished relationships—for what’s most important?

How can I get beyond this nagging feeling that I’m missing something?

How do I create a better system for financial decision making?

What would I do if I had all the time and all the money in the world? Would I feel joyful doing it; would it bring joy to others and improve the quality of life? The answer would be your purpose.

We have seen these questions lead to life-changing (literally) outcomes. THIS is what Life Planning is all about and where we have the most fun. We would love to have these conversations with you.

“Life is growth. If we stop growing, technically and spiritually, we are as good as dead.” ~Morihei Ueshiba

Featured insights

View more markets and economic insights

Honored to be recognized in Forbes

We’ve got some exciting news to share: Erin Scannell has been named to the 2023 Forbes Top 250 Wealth Advisors list. All of us at Heritage Wealth Advisors couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.