Videos and downloads

Downloadable resources

Introducing Summit Oak Wealth Group
Summit Oak Wealth Group unites experienced advisors under one name, located in Wilmington, Delaware offering a team‑based approach, ROOTED values, and thoughtful guidance to support your financial life with clarity and confidence.
Get to Know the Summit Oak Wealth Group Advisors
Get to Know the Summit Oak Wealth Group Advisors
Investment outlook and themes report
Read this report to learn more about what the Ameriprise Investment Research Group believes could influence markets in 2026.
Confident Retirement conversation guide for wealth builders
This interactive brochure helps clients evaluate their current financial situation and prepare for the future.
Ameriprise story fact sheet
See how Ameriprise combines personalized advice, top rated service and over 130 years of experience to help clients achieve their goals.