• What we do

    We offer personalized financial advice based on your goals and an upfront overview of costs.
  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team

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!

Get timely global perspectives via email

Interested in the markets and investing? Subscribe to your choice of publications from the investment professionals at Columbia Threadneedle Investments, one of the nation’s largest asset managers. You’ll receive regular insights on financial markets, global and economic issues and investor needs and trends via email.
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Our videos

3 videos

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

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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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)