Summit Lake Financial Management Group

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

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  • Key tax considerations

    Tax strategies are an important part of any financial plan 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 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.

Our Mission

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

Our videos

3 videos

The Ameriprise difference

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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)