Financial Education Videos & Downloads | Summit Private Wealth Group

Summit Private Wealth Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Our Purpose

Our Purpose

Since 1894, Ameriprise Financial has been providing personal financial advice to help people reach their goals with confidence. Six generations of clients have counted on us through changing times. Our personal financial advisors take the time to know what matters most to you so we can help you reach your financial goals today and still be prepared for tomorrow. (0:30)

Our goal? Helping you achieve yours.

Our goal? Helping you achieve yours.

The goals that matter most to you matters most to your Ameriprise Financial advisor. We take the time to know you and provide personalized advice to help you reach those goals today and still feel prepared for tomorrow. For over 130 years, we’ve helped clients feel more financially confident. (0:30)

The confidence to stay invested

The confidence to stay invested

How will the ups and downs of the market affect your retirement portfolio? Watch this video to see how the RiverSource Structured Solutions 2℠ annuity can help give you the confidence to stay invested. (RiverSource Structured Solutions 2℠ annuity is not available in NY. This video is not yet approved for use in OR.) (1:35)

A solid foundation starts with protecting income

A solid foundation starts with protecting income

Pascale Haspil implemented a recommendation from her advisor nearly 20 years ago. Today, it's helping keep her financial security intact. (4:08)

Putting clients first for 130 years

Putting clients first for 130 years

For 130 years, Ameriprise Financial has remained true to its vision of putting our clients' interests first. A strong financial foundation, passionate stewardship of the business and a track record of standing behind clients through good times and bad is at the heart of our success. (2:34)

Alternative Investments: Beyond traditional investments

Alternative Investments: Beyond traditional investments

Alternative investments cover a wide range of strategies and structures that may enhance your overall portfolio. Your Ameriprise Financial advisor can help you understand the potential benefits, fees and risks associated with these investments. (1:59)

Paying for college: What financial steps should you take?

Paying for college: What financial steps should you take?

From financial aid and funding sources to student loans and tax incentives, here are eight key considerations that can help you make informed decisions when preparing to pay for college.

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Strategies to reduce investment risk

Strategies to reduce investment risk

Learn ways to help reduce investment risk and feel more confident about your financial future. Here are three strategies that can help you mitigate risk, reduce volatility in your portfolio's value and potentially earn more consistent returns over time. (2:48)

Count on so much more

Count on so much more

At Ameriprise Financial we know that what matters most to our clients is the 1-to-1 relationship with a financial advisor they can trust. For over 130 years, clients have counted on us to help them reach their financial goals in the short and long term. (0:30)

Reach your financial goals with help from Ameriprise Financial advisors

Reach your financial goals with help from Ameriprise Financial advisors

Ameriprise Financial Advisors provide personalized advice to help our clients reach their financial goals in the short and long term. With over 130 years of history, we know that what matters most to our clients is the 1-to-1 relationship with a financial advisor they can trust to set them up for financial success. Start financial planning with us today: www.ameriprise.com (2:24)

Elements of an effective estate strategy

Use this guide to help you navigate the important elements of an effective estate strategy.

Navigating your job transition

This brochure provides practical guidance for individuals navigation a job transition.

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.

SSAnalyzer information form

Use this form to provide your advisor with the data needed to analyze different Social Security claiming strategies.

Ameriprise Financial client relationship summary

Form CRS summarizes important information about the services we offer, our fees, and potential conflicts of interest in a clear and concise manner.

All about you client preference questionnaire

This short questionnaire will help us work together in a way that fits your needs.

Annual equity market outlook

See the latest report from the Ameriprise Investment Research Group about what 2026 may bring for equity markets.

Annual fixed income outlook

What’s ahead for fixed income in 2026? Find out from the Ameriprise Investment Research Group.