Summit Lake Financial Management Group

A financial advisory practice of Ameriprise Financial Services, LLC
Team photo for Summit Lake Financial Management Group

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  • Get to know us

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  • How we work

    We provide personalized advice based on what’s most important to you.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our approach

As Financial Advisors, our goal is to develop a mutual relationship based upon trust with each client. This begins during initial discussions focused on their personal and financial lifetime goals, including retirement, wealth accumulation, tax strategies, long-term care, and estate planning strategies. Importantly, we discuss potential risks and ways to mitigate them. Having established a plan to achieve your goals, we’ll tactically adjust over time 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.

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Our Mission

To be a most respected financial advisory practice dedicated to providing exceptional personal service and advice to clients seeking to build wealth to pursue lifetime individual, family, and business goals.