Heritage Wealth Advisors

05/28/2026

The key to influencing your tax burden is to diversify your income sources. That’s because ordinary income (W2, 1099, etc.) is taxed at a higher rate than any other source—and it’s why most Americans, regardless of their net worth, generally have a higher tax rate than most billionaires. Their wealth is generated through things like capital gains, dividends, and real estate interest, which all have lower tax implications than ordinary income; and they have an intentional tax plan that optimizes where they invest.

On Friday, June 5, we’re hosting a free virtual event called Creating Tax-Free Retirement Income, where we’ll walk through strategies designed to help create more tax-efficient income in retirement. RSVP at the link for all the details, and feel free to invite anyone who may be interested—all are welcome:
https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/events/

05/27/2026

We’re excited to announce that Forbes has named several advisors on our team to the Forbes’ 2026 Best in State Wealth Advisors list. Please join us in congratulating Erin Scannell, Steven Bealey, Amy Schwab, Daniel Polson, Dipali Amin, Brian Van Houten, Lindsey Maphumulo, Brett Ferguson, and Thomas Robbins. What a collection of some of the top advisors in the industry!

For some, it is their first time on this list; and for most, they are maintaining long-held spots—including our CEO Erin, who has been on the list since its inception, and has once again earned the #1 ranking in Washington for private wealth. Together, these recognitions reflect more than 250 years of advisory experience in working diligently to help our clients confidently meet their financial goals.

While these recognitions are individual, we couldn’t achieve them alone. Not only do our advisors collaborate with one another on our growing team, but they are also supported by a deep bench of specialists and operations professionals who help to inform and empower every decision made by our clients and their families. Together, they help successful families navigate decisions across generations around growth, risk, legacy, and change—but always anchored in a fiduciary standard and a deep understanding of each client’s unique goals.

We recognize that none of this would be possible without the trust these families place in us every day. These accolades reinforce exactly what we strive for: advice that’s informed and intentional, an experience that’s based in excellence, and planning that helps clients not just experience positive outcomes—but allows them to truly focus on the things that matter most in their lives.

05/27/2026

On Memorial Day, we pause to honor and remember the men and women who gave their lives in service to our country. Their sacrifice, and the families who carry that legacy forward, deserve our deepest respect and gratitude.

As we reflect on the meaning of this day, we also hope you’ve had the opportunity to spend time with loved ones and enjoy a moment of rest over the long weekend.

Today, we remember, and we give thanks.

05/20/2026

Wishing a very happy May birthday to Jill, Randy, Chas, Dan, Dipali, Alisa, Shelly, Jeff, Conner, Travis, Chad, and Sophie! We hope you have a wonderful birthday and are able to celebrate with the ones you love.

05/15/2026

Happy Feature Friday! In honor of Mother's Day last weekend, we wanted to share some of the incredible moms on our team enjoying time with their families on their special day.

A day isn’t nearly enough time to celebrate everything these wonderful women do for us, but we’re incredibly grateful for all the mothers, grandmas, stepmoms, and more on our team.

05/13/2026

We’re honored to share that Heritage Wealth Advisors has again been named to the Forbes 2026 Best-in-State Wealth Management Teams list in Washington for the fourth year running. While rankings like this measure experience and professionalism, they only tell part of the story. What matters most to our team is the responsibility that comes with being trusted to help manage the wealth of our clients and their families across generations.

Our work is deeply collaborative. Behind every advisory relationship is a dedicated team of specialists, operations professionals, and support staff working together to inform and manage complex decisions—whether that means managing downside risk, building sustainable income, or helping clients align their plans with long term goals and values that will allow them to get the most out of life. That team-first approach has always been central to how we practice, and it’s what allows us to deliver advice that’s informed, personal, and actionable—and that makes a real impact in the lives and communities of the families we serve.

Ultimately, this recognition reflects the confidence our clients place in us; not just their advisor, but the entire team that supports them. We’re grateful to work alongside families, business owners, and executives who entrust us to help them move from success to significance—and who challenge us to keep listening, planning, and growing.

05/10/2026

Happy Mother’s Day! Amid busy spring plans and stressful seasons, we hope our clients, team members, and more are able to take some time this weekend to focus on what matters most—spending quality time and making meaningful memories with those you hold closest.

05/08/2026

Happy Feature Friday! Earlier this week, our team enjoyed potlucks throughout our offices with homemade Mexican food in honor of Cinco de Mayo. Even our remote members joined a shared lunch chat, with folks joining all the way from Michigan to Alaska.

With such a large team residing across the country, we have to be intentional about finding moments of connection—whether big or small—to help keep us grounded. We're grateful for these occasions where we get to take time to connect with one another, celebrate together, and enjoy each other's company.

04/29/2026

Bitcoin, cryptocurrencies, and the blockchain technology they’re built on are becoming more present in our everyday lives, even if we cannot see it. For example, corporations are implementing fast and secure payment systems that utilize stablecoins to process transactions. If all this jargon has you confused, you’re not alone.

Our industry makes it difficult for everyday investors to understand the broader implications of these developments. For those interested in learning more about the crypto market in a clear and concise manner, we’d like to invite you to our next Quarterly Market & Investment Update this Friday, May 1, where we will be hosting an additional 30 minutes of commentary & insights on the current crypto market at 11am PT (after the main presentation at 10am PT)—including how to get exposure to crypto in an investment portfolio.

Click here to RSVP to the virtual event now: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/events

04/28/2026

Investor anxiety has increased as inflation remains stubbornly high, and geopolitical conflict—most notably the war in Iran—has pushed oil prices higher, complicating the path forward for interest rates. With the Federal Reserve contending with more than five years of inflation above its target, volatility has become a defining feature of the current investing environment.

Our investment team is here to share which scenarios we believe are most likely in our upcoming Quarterly Market & Investment Update event—including our thoughts on whether the Fed will hike, cut, or hold interest rates. Join us on Friday, May 1, at 10am PT for a discussion on the current investing landscape, systemic risks, and the opportunities informing our long-term outlook.

We’ll also spend some time discussing the current cryptocurrency market and its main players, how Stablecoins work, and the top arguments for and against Bitcoin & crypto. RSVP to the event here, and feel free to share with those who could benefit—all are welcome:

Learn about upcoming financial seminars and financial events in Mercer Island, WA, hosted by financial advisor: Heritage Wealth Advisors.

04/25/2026

Market leadership has shifted rapidly in 2026, with less expensive value companies outperforming while the large tech companies in the “Magnificent Seven” adjust to a more competitive and rapidly evolving AI landscape. At the same time, select areas of the market have drawn negative headlines, creating both challenges and potential opportunities for long-term investors.

Our investment team will unpack these dynamics in our upcoming Quarterly Market & Investment Update workshop. Join us on Friday, May 1, at 10am PT to hear our perspective on the economy, inflation, equities, fixed income, and where volatility may be creating attractive entry points. For those interested in learning more about the crypto market in a clear and concise manner, we’ll also have an extra section at 11am PT to discuss Bitcoin, cryptocurrencies, and the blockchain technology they’re built on.

RSVP for this free virtual event here: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/events/