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Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
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We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

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Events

Mastering your money mindset

Mastering your money mindset

When you think about your wealth you likely experience positive emotions such as pride or satisfaction. However, you may also feel like you are at a crossroads in your wealth management journey. This can lead to negative emotions such as doubt or confusion over the right financial strategy. By understanding your emotional response to your finances, you can take control of your money mindset and create a solid foundation for financial planning.

Key takeaways from the presentation

• Understanding your money emotions

• Accepting the past

• Learning the language of money

• Making a plan

• Planning for “setbacks”

Presented by Leda Zukowski– Director of Practice Management in the Advisor Advancement Institute at New York Life Investments.

Thursday, June 26, 2025, 12:00-12:45 p.m. Central Time

Hosted by: Summit House Wealth Partners, A private wealth advisory practice of Ameriprise Finacial Services, LLC

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Are you protecting what matters most?

To achieve your financial goals and preserve your assets, it’s important to prepare for the unexpected. 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 can feel better knowing you are protecting yourself and your loved ones.