Summit House Wealth Partners - South Hadley, MA: Ameriprise

Summit House Wealth Partners: An Ameriprise private wealth advisory practice serving the South Hadley, MA area.

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Client Satisfaction 4.9 / 5 rating based on 75 reviews

Market volatility

Stay on track with your financial goals during changing market conditions.
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Key tax considerations

Tax strategies are an important part of any financial plan throughout the year, not just in April.

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Market insights

Read the latest market and economic updates from Ameriprise experts.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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
recommendations

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, 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 your advisor safely and securely.

Ready to learn more about how we can help you? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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We've got some exciting news to share: Steve Duval has been named to the Forbes Best-in-State Wealth Advisors list for 2021. All of us at Summit House Wealth Partners couldn't be prouder, as this achievement reflects our shared commitment to making a difference in our clients' lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

10 videos

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Is the U.S. economy’s resiliency a problem for investors?

Is the U.S. economy’s resiliency a problem for investors?

Despite contrary efforts from the Federal Reserve, U.S. economic activity has remained fairly resilient. Ameriprise Financial Chief Economist Russell Price shares what this paradox may mean for investors and the economy, including the possibility of recession.

(2:57)

Now Playing

Building your financial future starts with the right advice

Building your financial future starts with the right advice

Where do you go for professional financial advice to help meet today’s challenges and still reach tomorrow’s goals? Our advisors not only know the markets; they’ll get to know you. Our personalized advice can help keep you focused on your financial future. (2:59)

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Two Minutes on Asset Allocation

Two Minutes on Asset Allocation

Help your clients understand the value of asset allocation and how it works. (2:15)

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The importance of beneficiary reviews

The importance of beneficiary reviews

This 3-minute video helps clients understand how changes made to retirement plans by the SECURE Act could impact their legacy planning, and what they can do to make sure their money goes where they want it to go. (3:21)

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Smart charitable giving from your IRA

Smart charitable giving from your IRA

This video can help eligible clients understand how they can use their retirement assets to support causes that are important to them. (3:01)

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Ramping up your savings for retirement

Ramping up your savings for retirement

Strategic conversion of assets from a workplace retirement plan or traditional IRA to a Roth IRA can help clients reduce their overall positions in tax-deferred retirement accounts and build a source of tax-free income for retirement. This video can help them understand how the strategy works. (3:41)

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Considerations for taking money out of your retirement plan

Considerations for taking money out of your retirement plan

A 401(k) can be good for saving for retirement, but getting money out when clients need it can be challenging. This video will help them understand all their options and the pros and cons of each so that they can make informed decisions. (4:02)

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The secure site on ameriprise.com

The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:07)

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How to navigate market volatility

How to navigate market volatility

When the stock market fluctuates, it’s natural to feel uncertain about your investment decisions. Together, we can review your portfolio and discuss personalized recommendations that support your financial goals throughout all market cycles. (1:51)

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Building financial confidence for a lifetime

Building financial confidence for a lifetime

We are a dedicated team of advisors ready to help you when you need us. With an understanding of what’s most important to you, we offer personalized advice based on your goals for today and tomorrow. See how our guidance, combined with digital tools, can help you track the progress toward your goals, anytime, anywhere. (1:10)

Summit House Wealth Partners

Stephen Duval, Forbes Best-in-State Wealth Advisors, 2021

The Ameriprise difference

Advice based on your goals, and no one else’s

We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

Gauge your retirement readiness

Gauge your retirement readiness

Our 3-Minute Confident Retirement^® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)