Heritage Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC
Heritage Wealth Advisors

Heritage Wealth Advisors, Barron's Top 100 Private Wealth Management Teams, 2021

  • 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.

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 Receive Recognition

Our team is dedicated to helping our clients find confidence through financial planning that is personalized to their goals. That’s why we’re thrilled to announce that Erin Scannell has been named to the 2021 Barron’s Top 100 Independent Financial Advisors list; Colin Sands has been named to the 2021 Forbes Best-in-State Wealth Advisors list; and Heritage Wealth Advisors has been named to the 2021 Barron’s Top 100 Private Wealth Management Teams list. All of us at Heritage Wealth Advisors are proud to be part of this extraordinary team and work every day in service of our clients and their families. Thank you to all of our loyal clients–we are honored to be part of your lives.

Our videos

3 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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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)