Summit Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 5.0 / 5 rating based on 66 reviews

Summit Wealth Management: An Ameriprise private wealth advisory practice serving the Greenwood Village, CO area.

Summit Wealth Management - 2021 Recipient of the Ameriprise Client Experience Award

  • Proud to be recognized

    Ameriprise Client Experience Award winner.

    Thank you

  • 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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Putting clients first; it’s what we do

We get to know our clients’ needs and provide personalized advice for today’s challenges and tomorrow’s goals. We are committed to providing advice in your best interest, and we’re proud to share that Ameriprise earned a 2021 Hearts & Wallets Top Performer™ recognition in:

  • "Unbiased, puts my interest first"
  • "Investment ideas knowledgeable, timely, and tactical"
  • "Offers personal financial advice"

Ready to learn more about how we can help you? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Request a consultation

Honored to receive recognition

All of us at Summit Wealth Management are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Summit Wealth Management team and the great experience we work so hard to provide for our clients every day.

Our videos

4 videos
close
Now Playing
view my video
 
Inflation and bear market considerations for investors
Inflation and bear market considerations for investors

The arrival of a bear market has raised concerns for investors. Hear from Ameriprise Financial experts as they discuss the impact of inflation and rising rates, opportunities for investors and goal-specific investing strategies. (14:45)

Now Playing
view my video
 
The secure site on ameriprise.com
The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:00)

Now Playing
view my video
 
Will inflation become stagflation?
Will inflation become stagflation?

Inflation has been a significant issue for investors and consumers alike this year. Watch as Ameriprise Chief Economist, Russell Price discusses the outlook for inflation, stagflation and the financial markets. (3:28)

Now Playing
view my video
 
Yields rise – there’s a silver lining in there
Yields rise – there’s a silver lining in there

Higher fixed-income yields may result in more attractive terms, especially for income investors. Ameriprise Fixed Income Strategist Brian Erickson explains why. (3:01)

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.
Refer us
Gauge your retirement readiness

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.

view commentary
 

Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)