Heritage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, Inc.

  • Financial & Investment Services
308 W Gates St
Mount Vernon, WA 98273
(360) 336-5060
(800) 441-5060
(360) 336-5330 (fax)
Hours:
Monday-Friday 8:30am - 5:00pm
Appointments outside of these hours are available upon request

About Us

Our Approach

How will you be brilliant? We can help.

We’re not only in the business of helping you pursue your wealth. We’re also in the business of helping you grow your financial confidence in the… read more

  • About

    Our Approach

    How will you be brilliant? We can help.

    We’re not only in the business of helping you pursue your wealth. We’re also in the business of helping you grow your financial confidence in the future. We’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

    We’re here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

  • Media

  • Whom to Contact

    • Gregory Eliason
    • Colin Sands
    • Amy Schwab