Summit House Wealth Partners

To achieve your financial goals and preserve your assets — today and tomorrow,it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement®approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs.Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.



Advisors

Stephen Duval

Stephen Duval

CFP®

Private Wealth Advisor

Chief Executive Officer of Summit House Wealth Partners
Visit Stephen Duval's website
Edward Boscher

Edward Boscher

CFP®, CIMA®

Financial Advisor

Chief Operating Officer of Summit House Wealth Partners
Visit Edward Boscher's website
Justin Osowiecki

Justin Osowiecki

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Justin Osowiecki's website

Team

Patricia Belanger

Operations Manager,

Financial Planning Assistant

Qualifications

  • Worked in the Financial Industry for 20 years. Registered for series 7, 63 and 65.

Roles & Responsibilities

  • Problem Resolution
  • Execute Trades
  • Manage Day to Day Staff Activities
  • Process Money Movement Requests
  • Beneficiary Updates
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Debra Whalen

Debra Whalen

Client Service Coordinator,

Administrative Assistant

Qualifications

  • 20+ years experience as a Customer Relationship Specialist

Roles & Responsibilities

  • Schedule reviews
  • Client Event Co-ordinator
  • Form Requests
  • Update Client Info
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Jim Lucey

Client Service Specialist

Qualifications

  • Master of Library and Information Science (MLIS) Three years experience in Financial Services

Roles & Responsibilities

  • Secure Website concierge
  • Ameriprise Mobile App Support
  • Process Money Movement Requests
  • Assist with transferring funds to your Ameriprise accounts
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