Summit Lake Financial Management Group

A financial advisory practice of Ameriprise Financial Services, LLC
  • Key tax considerations

    Tax planning is an important part of any financial strategy throughout the year, not just in April.
    Explore tax insights
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
    Learn more

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

As Financial Advisors, our goal is to develop mutual relationships based upon trust with each client or client group. This begins during initial discussion focused on strategic objectives: what are your personal and financial lifetime goals, including estate planning strategies. We discuss potential risks and ways to mitigate them. Having established a strategy to plan to achieve your goals, we tactically adjust for personal lifestyle changes and external unanticipated events, always focused on what is in your best interest to pursue your financial goals.

Our objective is to achieve and maintain 100% client satisfaction in our client service.

Our videos

3 videos

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

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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In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)