Team profile


Our approach

MOVING FROM SUCCESS TO SIGNIFICANCE.

While many people have financial advisors, money remains the #1 cause of stress in America. Meaning, the old Wall Street approach doesn’t seem to be working. We’re striving to change that, by not only being really good at the numbers, but by going beyond the numbers-to help with the things our clients say are the most meaningful- their goals, their dreams, their aspirations. The things, that as time passes, will help take how they see their lives from “Success to Significance”.

“I always tell people if you want to know the secret to happiness, I can give it to you in one word: progress.” Tony Robbins

Holistic Financial Planning is why we exist—to help our clients achieve their highest levels of confidence and make the biggest Impact possible on their family and community. We can you help you as well- to identify your family's most meaningful goals and work through a healthy, proven process to achieve them. And, more importantly, to provide the time and freedom to focus on your most cherished relationships, whether it be your spouse, your kids, your parents, or childhood friends.

“A dream written down with a date becomes a goal. A goal broken down into steps becomes a plan. A plan backed by action makes your dreams come true.”

—Greg Reid

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Investment Management
  • Women's Financial Strategies
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Sustainable and Responsible Investing
  • Financial Strategies for LGBTQ Couples and Families
  • Estate Planning Strategies
  • Business Retirement Plans
  • Domestic Partner Planning
  • Saving for Education
  • Wealth Preservation Strategies

Awards & recognition

  • Erin Scannell, AdvisorHub 50 Advisors to Watch (over $1Bil), 2022
  • Erin Scannell, Barron’s Top 100 Independent Financial Advisors, 2015-2022
  • Erin Scannell, Forbes Best-in-State Wealth Advisors, 2018-2019, 2021-2022
  • Amy Schwab, Forbes Best-in-State Next-Generation Wealth Advisors, 2022
  • Erin Scannell, Forbes Top 250 Wealth Advisors, 2016-2022
  • Colin Sands, Forbes Best-in-State Wealth Advisors, 2018-2022
  • Erin Scannell, Barron’s Top 1,200 Financial Advisors, 2014-2022
  • Heritage Wealth Advisors, Barron’s Top 100 Private Wealth Management Teams, 2021-2022
  • Erin Scannell, Barron’s Top 100 Financial Advisors, 2020
  • Erin Scannell, Financial Times 400 Top Financial Advisers, 2016-2017, 2019-2020

Community participation

Finn, Dane, and Anika delivering care packages to homeless
Finn, Dane, and Anika delivering care packages to homeless

Making an Impact in our communities is part of our Mission and we do this in 3 ways: team and individual volunteer work, team fundraisers, and Planned Philanthropic Giving with our clients. As a team, we participate in the KING 5 and Northwest Harvest Home Team Harvest (to raise food and money to feed the hungry in the Seattle area) and the annual weeklong Giving Campaign. Additionally, our CEO, Erin Scannell is part of the Big Brother, Big Sisters organization and has been with his "little brother" for 12 years. He also regularly does financial workshops for kids at local under-privileged elementary, middle, and high schools.

Honored to be recognized in Barron's

All of us at Heritage Wealth Advisors are honored to share that our team was included on the 2022 Barron's Top 100 Private Wealth Management Teams list. This list recognizes advisory teams who excel at helping clients achieve 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.