Heritage Wealth Advisors

Heritage Wealth Advisors Financial Advisor at Heritage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC

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We’re proud to share that Brett Ferguson, Lindsey Maphumulo, and Tanveer Khabra have been recognized on the Forbes 2026 ...
09/09/2026

We’re proud to share that Brett Ferguson, Lindsey Maphumulo, and Tanveer Khabra have been recognized on the Forbes 2026 Best-in-State Next-Gen Wealth Advisors list. Lindsey & Brett are each featured on the list for the fourth time running. We’re also excited to celebrate Tanveer’s first appearance on the ranking.

This achievement highlights a generation of advisors helping shape the future of our profession as wealthy families navigate one of the largest intergenerational wealth transfers in history. Lindsey, Tanveer, and Brett each bring their own perspective and strengths to the families they serve—but along with our entire team, they all share the same commitment to helping clients make a meaningful impact on their families and communities.

Their inclusion on this list reflects years of hard work, professional growth, and dedication to serving others. We’re honored to celebrate this accomplishment, and we look forward to the many ways they will continue to contribute to the success of our clients, the progress of our team, and the future of wealth management.

Labor Day is a reminder that behind every success story is years of dedication, persistence, and hard work. Today, we re...
09/07/2026

Labor Day is a reminder that behind every success story is years of dedication, persistence, and hard work. Today, we recognize the effort of Americans who invest in building meaningful lives and creating opportunities for those around them—including our team members, our clients, and their families and communities.

We wish you all a restful and well-deserved Labor Day.

This year, approximately 71 million Americans will receive a monthly Social Security benefit, according to the SSA. Yet ...
09/03/2026

This year, approximately 71 million Americans will receive a monthly Social Security benefit, according to the SSA. Yet only 18% of people over age 60 have a plan in place to maximize what they’ll receive. That gap represents a meaningful opportunity. By planning ahead, wealthy individuals can make more informed decisions and take full advantage of the programs they’ve contributed to throughout their working lives.

We’ve partnered with a leading benefits organization to share strategies for maximizing Social Security and Medicare benefits—and avoiding costly mistakes. Join us for a free workshop tomorrow, September 4, at 10am PT. RSVP at the link, and feel free to share with anyone planning to retire in the next 10 years: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/lp/event/25/

For many of our clients, retiring with financial independence is a top priority. Yet navigating Social Security and Medi...
09/03/2026

For many of our clients, retiring with financial independence is a top priority. Yet navigating Social Security and Medicare enrollment can be a complex process. With 567 different ways for married couples to claim Social Security, and meaningful differences in the potential benefits, it can be challenging to know which option to select. That’s where a proactive approach can help. By evaluating scenarios and running the calculations, individuals can make more informed decisions, which we will discuss in our upcoming workshop.

We’ve partnered with benefits expert Laci Moyer & tax principal Laura Pickering to address strategies for optimizing both Social Security and Medicare. Join us for a live webinar this Friday, September 4, at 10am PT, where you’ll learn how to get more from your benefits and avoid costly mistakes, such as lifetime penalties for late Medicare enrollment and higher premiums triggered by income.

If you plan to retire in the next 10 years, now is the time to ensure your strategy is in place. RSVP today to reserve your spot: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/lp/event/25/

While most adults will eventually receive Social Security, very few have put a plan in place that reflects the fact that...
09/01/2026

While most adults will eventually receive Social Security, very few have put a plan in place that reflects the fact that anywhere from 0% to 85% of those benefits may be subject to tax—or that Medicare premiums can increase based on income, triggering significant monthly surcharges.

If you’re planning to retire within the next 10 years, building these nuances into your financial plan can help you keep more of what you've earned and avoid unnecessary costs. We will share examples of how to do so in our Maximizing Social Security & Medicare workshop this Friday, September 4, at 10am PT, where we’ll cover:

• Key Social Security strategies, including restricted applications, suspending benefits, the “do-over,” and the Survivor Reset
• Medicare plan options and differences among Part A, Part B, Part D, Medigap, and Part C, and the plan that more of our clients choose than any other
• Case studies showing how clients have meaningfully increased their benefits through thoughtful planning

Learn more and RSVP today: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/lp/event/25/

We have some important milestones to celebrate across our HWA team! Happy anniversary to Aadnya, Cody, Rebecca, Jeremy, ...
09/01/2026

We have some important milestones to celebrate across our HWA team! Happy anniversary to Aadnya, Cody, Rebecca, Jeremy, Ronald, Tucker, Callahan, Stephen, and Alisa—and a special recognition for Amy, Anne, & Gina on their longstanding tenures.

These anniversaries are a reflection of commitment, consistency, and the relationships you've helped build over the years. We appreciate each of you for the care you bring to your work, your teammates, and the clients who trust us every day.

For this week's Feature Friday, we are proud to announce the latest member of our team: Kari Tappana! Kari brings with h...
08/29/2026

For this week's Feature Friday, we are proud to announce the latest member of our team: Kari Tappana! Kari brings with her several years of bookkeeping and financial administration experience, and will be working out of our Renton office.

A fun fact—Kari's mother Becky had been a part of our team for years, and after recently deciding to retire, shared the newly vacated opening with her daughter. "When Becky announced her retirement and asked if I wanted to apply to take over the position, I jumped at the opportunity," says Kari. "With my background in bookkeeping, it seemed a no-brainer to continue to grow my skills and join a company with great people and practices."

Besides bookkeeping, Kari is busy raising six children, teaching in a middle school homeschool co-op, coaching and competing in orienteering, and squeezing in hikes and sports whenever possible.

While we wish Becky a fruitful retirement, we are so grateful to have Kari on board. Please join us in welcoming her to our team!

$345,000—that’s the average a 65-year-old couple will spend on healthcare and medical costs throughout retirement, accor...
08/27/2026

$345,000—that’s the average a 65-year-old couple will spend on healthcare and medical costs throughout retirement, according to Fidelity.

If you plan to draw Social Security or enroll in Medicare within the next 10 years, proactive planning around income and healthcare costs can yield meaningful results. Join us on Friday, September 4, at 10am PT for a live webinar where we’ll share strategies to optimize these systems and help make more informed decisions, including case studies like how one couple increased their Social Security benefits by more than $100,000 by making a different benefits election.

RSVP today to reserve your spot, and feel free to share with friends or family members who may benefit: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/lp/event/25/

Healthcare is one of the most significant costs in retirement and, according to AARP, the single largest. Fidelity estim...
08/25/2026

Healthcare is one of the most significant costs in retirement and, according to AARP, the single largest. Fidelity estimates that the average 65-year-old couple will spend $345,000 on healthcare and medical expenses during retirement. Yet despite the scale of these costs, many individuals enter their Social Security and Medicare years without a clear strategy. Given the technical rules and potential pitfalls, proactive planning can result in a significant financial benefit.

If you plan to draw Social Security or enroll in Medicare within the next 10 years, join us on Friday, September 4, at 10am PT for a workshop designed to help you maximize your benefits. We've partnered with Laci Moyer, CFP, RHU, VP of Life & Benefits for PHE, and Laura Pickering EA, LTC, tax principal at Capstone, to answer your questions, share planning strategies, and help you avoid costly mistakes.

Learn more and RSVP today: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/lp/event/25/

Address

2630 77th Avenue SE, Suite #110
Mercer Island, WA
98040

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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