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Stephen Duval, Private Wealth Advisor serving the South Hadley, MA area - Ameriprise Advisors

Stephen Duval

CFP®

Private Wealth Advisor

Summit House Wealth Partners

An Ameriprise Private Wealth Advisor

32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • BBA, Bachelor of Business Administration, University of Massachusetts, Amherst

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021-2024
  • Ameriprise Circle of Success, 2005-2022
  • Ameriprise Circle of Success Diamond Ring, 2018

Community participation

Every year I participate in the MS Cape Cod Getaway. This event is a 150 mile cycling charity ride from Boston to Province town. Each year about 2,000 riders raise over 2 million dollars to help fight Multiple Sclerosis. For more information and or donations you can click on the link below.

Interests

  • Kim and I very much enjoy spending time with our two boys.
  • We love the beach, baseball, hiking and biking.