Heritage Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC
Heritage Wealth Advisors: An Ameriprise private wealth advisory practice serving the Mercer Island, WA area.

Erin Scannell, Barron's Top 100 Independent Financial Advisors, 2022

  • 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 strategies are an important part of any financial plan throughout the year, not just in April.

    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

Honored to be recognized in Forbes

We’re thrilled to announce that Erin Scannell, Colin Sands and Kate Wilusz have been named to the 2022 Forbes Best-in-State Wealth Advisors list. All of us at Heritage Wealth Advisors are proud to work with Erin, Colin and Kate every day in service of our clients and their families. These awards are a true testament to your hard work, commitment and care. Thank you to all of our loyal clients – we are honored to be part of your lives.

Our videos

3 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

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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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)