Summit House Wealth Partners

A private wealth advisory practice of Ameriprise Financial Services, LLC

413.540.0196

Client Satisfaction 5.0 / 5 rating based on 64 reviews

Market volatility

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

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

Explore tax insights
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.

Our approach

Weathering volatility

Deciding the right next move in today’s markets can be a challenge. But the right financial advice can help you weather the unknown today and make more informed choices to reach your goals tomorrow. We are committed to understanding your goals and the changing markets and we're here to provide personal financial advice based on your individual needs. We can help you avoid being distracted by short-term challenges and stay focused on making the right moves toward reaching your long-term goals. Contact us for a complimentary initial consultation to discuss your financial goals.

Learn more about how we can work together

2021 SEMINAR SERIES: Monthly Market Roundup

JUN 24, 2021 / 1:00 PM - 1:45 PM

Please join us for an economic and market update with Liz Young, Director of Marketing Strategy, with BNY Mellon Investment Management. Liz works directly with BNY Mellon’s Chief Economist to formulate and deliver market updates. She focuses on educating investors on current macroeconomic themes and their effects on capital markets.

Please call: 1-844-621-3956 Access Code: 187 770 2858

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

2021 SEMINAR SERIES: Your Prosperity Picture: A 5-Step System

JUL 22, 2021 / 1:00 PM - 1:45 PM

A 5-StepSystem Designed to Help Manage your Money, Design your Life and Create your Future

We invite you to an educational conference call and online WebEx seminar event.

The presentation will focus on ways to:

*Create the vision

*Know where you are

*Design your plan

*Make it happen

*Enjoy the journey
Please call: 1-844-621-3956 Access Code: 187 292 0913

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

View all events

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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Now Playing

Midyear market check-in: stocks, inflation and cryptocurrencies

Midyear market check-in: stocks, inflation and cryptocurrencies

At this midpoint of the year, Ameriprise Global Market Strategist Anthony Saglimbene provides investors with strategic views on key market drivers from Q1 - Q2, the outlook for Q3 – Q4, and cryptocurrencies and meme stocks. (00:04:47)

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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. ()

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5 key investor themes for the surging economy

5 key investor themes for the surging economy

Amid exceptionally bright financial conditions, there are opportunities and risks. Ameriprise Global Market Strategist Anthony Saglimbene provides timely perspective on stock returns, portfolio reviews, inflation, tax proposals and cryptocurrencies. (2:01)

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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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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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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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Videocast: Timely perspective for your financial goals and portfolio

Videocast: Timely perspective for your financial goals and portfolio

Markets have reached record highs amid the pandemic, economic dynamics and a leadership transition in Washington. Watch experts discuss the economy, stock valuations, fiscal stimulus and corporate profits. (15:18)

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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. (2:00)

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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. (1:59)

Summit House Wealth Partners

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

The Ameriprise difference

Ask us about tracking your goals online

Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

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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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)