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 66 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
Anytime online access

Access your accounts, track your progress, and connect with us using digital tools from Ameriprise.

Learn more

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.

Request a consultation

Events

2023 SEMINAR SERIES: Three Secrets to Becoming a Better Investor

FEB 16, 2023 / 1:00 PM - 1:45 PM

During this complimentary session, we’ll discuss challenges for investors and secrets to becoming a better investor such as:

· Regulating your emotions

· Setting intentional goals to guide you

· Being a smart shopper

Please call: 1-844-621-3956

Meeting Number (Access Code): 2486 280 7413#

Password: Seminar1!

The Hidden Costs of Aging

MAR 9, 2023 / 4:00 PM - 5:00 PM

It's exciting to think of retirement, pursuing a bucket list of travel, adventures, and hobbies, as well as leaving a healthy estate to loved ones.

A financially secure retirement culminates years of planning, work, and savings. Most people are so focused on retiring that they need more preparation for the challenges of managing their finances during retirement. Are you prepared for the unexpected?

Join us for a “virtual” complimentary Webex event hosted by Ameriprise Financial Services, LLC, on Thursday, March 9that 4:00 PM ET, where Barry Kruse, Vice President – Global Head Franklin Templeton Academy, will explore the topic of “The Hidden Costs of Aging. He will discuss the following:

Retirement realities and trends that impact housing decisions in retirement
Care and housing options
Family, lifestyle, and healthcare considerations in housing decisions
How to formulate a plan with a financial professional and your family

2023 SEMINAR SERIES: Power of the Fork - Not your Grandma’s Nutrition Lesson

MAR 16, 2023 / 1:00 PM - 1:45 PM

Butter or margarine? Whole eggs or egg whites? As many of us strive to make healthier nutrition choices, it’s important to understand the right way to feed our bodies.

This session dives into the often-overwhelming world of nutrition with the goal of helping us identify what foods our body needs and what foods we should work to minimize from our diet. We’ll discuss how to read nutrition labels and offer practical tips for grocery shopping, along with ideas for healthy meals and snacks!

Please call: 1-844-621-3956

Meeting Number (Access Code): 2492 416 7697#

Password: Seminar1!

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.

11 videos

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Now Playing

2023 outlook: What’s ahead for investors?

2023 outlook: What’s ahead for investors?

As the first quarter of 2023 kicks off, Ameriprise Financial experts discuss what to watch for in the new year, as well as strategies for investors to consider. (7:40)

Now Playing

Recommended by over 9 out of 10 clients

Recommended by over 9 out of 10 clients

More than 9 out of 10 clients are likely to recommend us. Why? Because the financial advice we provide is personalized to them and their needs, helping them build more than just their portfolios. It helps them build their financial confidence. (0:30)

Now Playing

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)

Now Playing

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)

Now Playing

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)

Now Playing

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)

Now Playing

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)

Now Playing

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)

Now Playing

Improving employee financial wellness can help your bottom line

Improving employee financial wellness can help your bottom line

Find out how adding to your total benefits package can make a difference for your business and your employees. (2:01)

Now Playing

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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Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)