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Heritage Wealth Advisors

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Heritage Wealth Advisors

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

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10/29/2026

Higher interest rates have created challenges for borrowers and added pressure to portions of the economy, but they've also created opportunities for investors seeking to generate higher after-tax income from their portfolios. As markets adjust to shifting monetary policy and changing economic conditions, investors face an increasingly complex environment.

Our investment team is here to share which scenarios we believe are most likely in the final installation our quarterly Market Update event series for 2026. Join us next Friday, November 6, at 10am PT for a discussion on the current investing environment, as well as systemic risks and opportunities informing our long-term outlook. We'll also cover strategies you can take to both mitigate negative impact from and take advantage of market volatility.

RSVP to the event here, and feel free to share with those who could benefit—all are welcome: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/lp/event/40/

For a preview of what we've covered so far this year, you can view our recaps & white papers from our prior 2026 events in this series on our website: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/financial-videos-downloads/

10/29/2026

If your tax planning strategies primarily focus on how to reduce your taxes on April 15, you may be overlooking major opportunities to influence the taxes you pay over time.

Filing tax returns accurately is important. But with our clients, we’re finding tremendous value in coordinating with their CPAs to help them move beyond the process of filing returns and identifying ways to look ahead with proactive strategies, allowing them to exert far more control over the taxes they ultimately pay.

Join us for our final Year-End Tax Strategies workshop of 2026 to learn several planning techniques that can make a meaningful difference in your tax burden down the road—with a focus on those that can be implemented before December 31. RSVP for the free virtual workshop on Friday, November 13, now: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/lp/event/41/

10/22/2026

After a strong year for equities, U.S. public and private equity valuations now equal approximately 3.5 times annual U.S. GDP—well above the roughly 2.0 times level reached during the dot-com bubble. Our investment team has analyzed several possibilities and potential outcomes for the investing landscape moving forward, and what it could mean for you, which we'll cover in our upcoming Market & Investment Update workshop. We'll also share our views on longer-term risks to retirement portfolios and the other forces that are most driving our outlook.

Join us Friday, November 6, at 10am PT for insight from our investment team on the potential outcomes you could face and how to prepare for them—as well as opportunities being created across today's market environment. RSVP here, and feel free to share with your friends: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/lp/event/40/

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/

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.

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.

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.

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!

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.

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/

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

Website

https://www.ameripriseadvisors.com/team/heritage-wealth-advisors

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