Heritage Wealth Advisors - Ameriprise Financial Services, LLC

Heritage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, serves the Gig Harbor area from their office on 32nd Avenue NW. Founded by Dee Ann Remo in 2005, the practice aims to help clients move from success to significance by identifying meaningful financial goals and working through a structured process to achieve them. They believe in going beyond basic investments to provide comprehensive, goal- and scenario-based planning that considers a client's full financial picture and family story.

The team offers a range of services including wealth preservation, retirement planning, tax planning, and investment strategies. They also provide advice on social security benefits, intergenerational planning, estate planning, and financial strategies for various client needs, such as women's financial strategies and support for LGBTQ couples and families.

Advisors like Brian Van Houten and Michael Eberly, alongside CEO Erin Scannell, are part of the team. This collaborative approach ensures clients receive broad insight and consistent support. The practice emphasizes understanding what matters most to each client, providing thoughtful advice, and being truly invested in their financial future.

Heritage Wealth Advisors has received recognition including Barron's Top 250 Private Wealth Management Teams (2024-2026) and Forbes Best-in-State Wealth Management Teams (2023-2026). Their client satisfaction rating is 4.9 out of 5 based on Ameriprise's survey.