Summit Lake Financial Management Group

A financial advisory practice of Ameriprise Financial Services, Inc.
  • Tax planning strategies

    Learn how taxes can influence your financial planning decisions.
    Explore taxes
  • 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.

The Ameriprise difference

most trusted1
in customer loyalty2
in customer service3

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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2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)