Summit Private Wealth Group

A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • 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

Why Clients Choose & Stay with Us

Summit Private Wealth Group is a Minnesota based practice serving the wealth planning needs of a select number of individuals, families, and businesses in the upper Mid-West and around the country. Our mission is to be a valued advisor to our clients by bringing our experience, knowledge, and values to the table as they pursue their "summit", which represents their vision of financial success.

Our commitment to this mission is defined by three principles:

1. A consultative approach

A commitment to explaining our clients options using straightforward language provides clarity and comfort.

2. Providing needs-based solutions

Experience and teamwork allows for specialization, innovation, and perspective.

3. Lasting relationships

Active listening, transparency, and putting ourselves in our clients shoes creates comfort and trust

Come see why Clients choose and stay with us!

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Our videos

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The Ameriprise difference

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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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Staying on track when markets are volatile

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)