Summit Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC

Client Satisfaction 4.9 / 5 rating based on 80 reviews
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Team photo for Summit Wealth Management

Envision your retirement

Retire to something, not from something. Explore how you’ll spend your time in retirement.
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How we work

We provide personalized advice based on what’s most important to you.
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Proud to be recognized

2024 Ameriprise Client Experience Award recipient

Thank you

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Focusing on the big picture

You work hard for what you earn — and want to do all you can to make sure you save and invest wisely. As your financial advisor, we will help you prioritize what's important today, while planning for a more confident financial future. We’re proud to help you plan for and achieve your financial goals — both now and in the future. Want to learn more? We’re happy to meet for a complimentary initial consultation.

Learn more about how to get started

Now Playing

Stagflation vs. recession: Do signs point toward either?

Stagflation vs. recession: Do signs point toward either?

Both the markets and the economy have been bumpy this year. Ameriprise Chief Economist Russell Price reflects on current conditions and where we may be headed. (3:22)

June 10, 2025

Is stagflation making a comeback? June 16, 2025

Will tariffs disrupt market momentum (again)? June 16, 2025

View more markets and economic insights

Events

Cocktails & Conversation

AUG 28, 2025 / 5:00 PM - 6:30 PM

Relax, enjoy a cocktail and appetizers, and meet our team. Guests are welcome!

Cocktails & Conversation

SEP 25, 2025 / 5:00 PM - 6:30 PM

Relax, enjoy a cocktail and appetizers, and meet our team. Guests are welcome!

Cocktails & Conversation

OCT 23, 2025 / 5:00 PM - 6:30 PM

Relax, enjoy a cocktail and appetizers, and meet our team. Guests are welcome!

View all events

It's a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Summit Wealth Management has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. We're so grateful for this honor, for our clients' trust and for the dedication of our entire team.

What matters most to you, matters most to us

What matters most to you, matters most to us

At Ameriprise Financial, we know that no one else has your personal goals, ambitions, and dreams. That’s why our financial advisors deliver personalized advice that can help you feel more confident in your financial future. Start financial planning with us today: https://www.ameriprise.com/financial-planning (0:30)

Achieve so much more

Achieve so much more

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)

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)

Four Generations. One Solution.

Four Generations. One Solution.

Leaving a legacy for her family was at the top of Bonnie’s financial goals. This moving video shares her family’s reflections about that legacy—and the important role RiverSource annuities played. (7:21)

Plan for passions

Plan for passions

Life insurance provided comfort for James and Emily Hiter when life took an unexpected turn. Their only regret is missing the opportunity to use it to help leave a legacy. (4:05)

Disinherit the IRS

Disinherit the IRS

The IRS could be an unintended heir of your assets. See how a strategy using life insurance can help you disinherit the IRS. (2:27)

Summit Wealth Management

Ameriprise Client Experience Award