Heritage Wealth Advisors

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

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Despite ongoing economic and market uncertainty, the U.S. economy has remained resilient. A strong second quarter for S&...
10/21/2026

Despite ongoing economic and market uncertainty, the U.S. economy has remained resilient. A strong second quarter for S&P 500 earnings reflected double-digit revenue growth, continued investment in artificial intelligence, and sizable gains tied to private-company holdings. Economic growth and a healthy labor market continue to support the outlook, even as higher long-term borrowing costs present important considerations for investors.

However, the path forward is not without challenges. Rising federal debt, shifting monetary policy, and higher interest rates may create pressure in some areas of the economy while opening opportunities in others. In our upcoming Market Update event, our investment team will analyze the leading market trends and current economic indicators, and what they could mean for the future.

Join us for this virtual workshop on Friday, November 6, at 10am PT to hear our investment team unpack the trends we are incorporating in client portfolios—plus ways to use market volatility as a tool for meeting your retirement needs: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/lp/event/40/

Flashing back to the first evening of our annual post-Summit Wilderness Retreat earlier this month! It was our first tim...
10/17/2026

Flashing back to the first evening of our annual post-Summit Wilderness Retreat earlier this month! It was our first time in a couple of years reviving our tradition of a weekend getaway in the woods, but it's always a great opportunity to disconnect from the outside world, decompress after a few jam-packed days together and socialize in a more relaxed setting.

This year we chose Dash Point State Park for our rustic weekend, and the first night brought good company, a beautiful sunset, and lots of laughs around the fire—a great start to an incredibly enjoyable weekend.

One of the highlights from our recent all-team Summit was a set of sessions dedicated to recognizing and celebrating eac...
10/15/2026

One of the highlights from our recent all-team Summit was a set of sessions dedicated to recognizing and celebrating each other for bringing our core values to life. Team members nominated one another before the Summit, and our Client Service Manager (and unofficial gratitude czar) Anne Pettingill shared these acknowledgements with the full team each day.

Throughout the recognition program, we heard countless examples of teammates stepping up for one another, embracing continuous improvement, leading through periods of change, and going above and beyond for our clients. Whether supporting a colleague, improving a process, or helping ensure a family receives an exceptional experience—these actions may seem small in the moment, but their impact compounds over time, and we wanted to take some of our valuable time while we were all gathered together to highlight this.

At HWA, we believe there’s a direct connection between the culture we create internally and the experience we deliver to clients. Our team members have shared that when they feel valued and recognized for living out our core values, it helps them feel even more motivated to bring their best every day, and only serves to strengthen the culture that helps us serve clients at the highest level. That’s what makes recognition so important—and it’s one of the many reasons we’re proud of this team we’ve built.

Wishing a wonderful birthday month to Grace, Mark, Christina, Carly, Nicole, Tom, Erin, Natalie, Trina, Jeremy, Stephani...
10/13/2026

Wishing a wonderful birthday month to Grace, Mark, Christina, Carly, Nicole, Tom, Erin, Natalie, Trina, Jeremy, Stephanie, and Caitlin. We hope your special day is filled with celebration, joy, and time spent with the people who matter most.

A few photos from the East Coast this morning, where a team member raised the HWA flag outside our Pennsylvania office.I...
10/09/2026

A few photos from the East Coast this morning, where a team member raised the HWA flag outside our Pennsylvania office.

It's a small gesture, but one that reflects something we value deeply: pride in the team we've built and the people who make it special. As our presence across the country continues to grow, we're grateful for the talent, dedication, and culture that makes our team feel connected no matter where we work.

Love seeing the HWA flag flying high!

One of the notable discussions during Day 2 of our HWA Summit centered around what truly differentiates our firm in a cr...
10/06/2026

One of the notable discussions during Day 2 of our HWA Summit centered around what truly differentiates our firm in a crowded industry.

For us, it starts with the depth of resources available to our clients. While each client works closely with their local advisory team, that relationship is backed by a broader network of specialists across areas like tax planning, estate planning, investments, and other complex planning needs. That model allows us to bring together expertise from across the firm when it matters most.

We also discussed the role education plays in helping clients make informed decisions. Whether through workshops, planning resources, or specialized content, our goal is to provide meaningful value long before someone ever becomes a client. Many of our strongest relationships began with a conversation sparked by one of those educational experiences.

Most importantly, we continue to invest in the people, resources, and infrastructure needed to serve increasingly complex families. It’s one of the reasons we’re proud to work with so many successful households, and why we’re committed to continually raising the standard for the experience we provide.

For many successful families, taxes represent one of their largest lifetime expenses. And yet many high earners still pa...
10/05/2026

For many successful families, taxes represent one of their largest lifetime expenses. And yet many high earners still pay a higher effective tax rate than some of the wealthiest families in America. That reality is one reason we believe proactive tax planning deserves far more attention than it typically receives.

While many clients are focused on preparing accurate tax returns, the families who often achieve different outcomes are spending far more time planning ahead. And they’re utilizing experts who work together with their CPAs on their behalf to create a comprehensive, actionable plan that considers their full financial pictures and future goals—resulting in a far bigger impact on their tax burdens.

If you want to take a more intentional approach to the taxes you pay, join us this Friday, October 9, for one of our most popular workshops: Year-End Tax Strategies. We’ll share what we believe is an effective and actionable framework for looking beyond the tax return and identifying missed opportunities—especially ones that can still make a meaningful impact by the end of the year. RSVP for the free virtual workshop now: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/lp/event/28/

Last night, we traded meeting rooms for neon lights and roulette wheels during our 80s-themed Casino Night.While the lea...
10/02/2026

Last night, we traded meeting rooms for neon lights and roulette wheels during our 80s-themed Casino Night.

While the learning sessions and conversations throughout Summit are so important for our growth, the time we spend simply connecting and getting to know one another is invaluable. Just like the clients we serve, our team members live all across the country, so we’re incredibly grateful for opportunities like this that turn colleagues into friends and strengthen the relationships that make our culture so special.

The evening was filled with plenty of laughs, creative outfits, and a little friendly competition. But more importantly, it gave us the chance to reconnect in person and enjoy the kind of shared experiences that are difficult to replicate from thousands of miles away.

One of the most meaningful parts of yesterday's sessions was hearing client stories that serve as reminders of why our w...
10/02/2026

One of the most meaningful parts of yesterday's sessions was hearing client stories that serve as reminders of why our work matters.

Our advisor Brian Van Houten and his team shared the story of a longtime client who had become the target of a sophisticated financial scam during an especially vulnerable time in her life. Rather than accepting what appeared to be a straightforward request, the team slowed the process down, asked difficult questions, involved specialists, coordinated with trusted family members, and remained persistent in helping her evaluate what was happening.

Their efforts ultimately helped prevent the loss of a substantial portion of her wealth and reinforced something we discuss often at HWA: our responsibility to clients extends well beyond investment management. Stories like this remind us that the impact of our work is often measured not only by what we help clients achieve, but also by what we help protect. Sometimes the greatest value we can provide is serving as a trusted advocate during moments when clear guidance matters most.

Good morning from Day 2 of our HWA Summit! We wrapped up yesterday feeling inspired by the ideas, stories, and lessons s...
10/02/2026

Good morning from Day 2 of our HWA Summit! We wrapped up yesterday feeling inspired by the ideas, stories, and lessons shared across the team, and we're coming in today energized and ready to keep that momentum going.

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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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