Nick Anderson, CFP, CIMA - Ameriprise Financial Advisor

11/02/2026

For many families, wealth creates opportunity but also introduces new complexities.

From wealth transfer strategies to family conversations and charitable goals, proactive planning can help turn financial success into a meaningful legacy.

Let's discuss what steps you can take today to help create an impact that extends beyond your lifetime.

https://bit.ly/3UvmXAj

10/31/2026

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

10/30/2026

Ameriprise Financial is pleased to offer clients and guests an exclusive opportunity to join a virtual presentation on Thursday, Nov 19, 2026. The event is complimentary.

Thursday, November 19: 3pm – 4pm Mountain
Economic Update: Russell Price, Chief Economist for Ameriprise Financial kicks off our session with his insights on today’s economic environment. Russ has been the Chief Economist for Ameriprise Financial for approximately 18 years.

His views on the economy are frequently seen in the news media, and he has been repeatedly cited by Bloomberg as a “Bloomberg Best” for being one of the most accurate forecasters of the U.S. economy.

Through the end of the second quarter (Q2-2026), Bloomberg ranks him as the 4th most accurate forecaster of the U.S. economy over the previous 2 years, out of a field of approximately 70 global economists and he was the top-ranked forecaster in the U.S. brokerage industry.

Navigating AI and cybersecurity-Protecting your savings in the age of AI: featuring Stacy R. Andrews, CIMA® , CEPA® Senior Director | Wealth Advisory Solutions-Principal Asset Management, LLC. Cybercrime is no longer a niche technology issue. It's a global economic force measured in trillions of dollars. Financial accounts remain one of the most attractive targets because criminals follow assets, personal information, and opportunities to move money. Trust is ultimately your most valuable asset, and cybersecurity plays a direct role in protecting that trust. Listen in to hear the latest tips on how we can STOP cybercrime.

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. After you register, you will receive an email confirmation from Microsoft Teams with your Registration ID and the link to join the seminar.

HOSTED BY: Summit Wealth Management, Ameriprise Financial Services, LLC

This is an informational seminar. There is no cost or obligation.
Investors should consider the investment objectives, risks, charges, and expenses of a mutual fund carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing.

This event is sponsored by Principal Asset Management, LLC and is not an affiliate of Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
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Learn about upcoming financial seminars and financial events in Greenwood Village, CO, hosted by financial advisor: Summit Wealth Management.

10/29/2026

Investment gains can add up over time. So can tax savings. Tax deferral helps keep more of your money invested and working toward your goals year after year.

Contact us and let's talk about what’s possible.

10/28/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

10/27/2026

Resources: The people and systems we cultivate.

M – Movement
I – Inertia
R – Recovery
R – Renewal
O – Observation
R – Resources

A year ago, I joined the Rocky Mountain Triathlon Club (RMTC) here in Denver. In preparation for my first attempt at an Ironman 70.3, I wanted to surround myself with other experienced endurance athletes. I wanted to leverage the training knowledge and systems crafted and perfected over the 20 plus years of the organization’s existence.

Joining the club proved to be helpful. I met a lot of new people and experienced different kinds of training. The bulk of Ironman training is solitary, so joining a group workout occasionally is beneficial and a welcome change.

When it came time to race, I saw familiar faces on the course feeling just as much exhaustion and pain as I was feeling. It feels better to suffer together than alone.

I met one person that became a friend and a regular training partner. We already raced the Boulder Ironman 70.3 together and we are running our second race together soon. We plan to do many more in the future. We live within a 15-minutes run/5-minute bike ride from each other, so we regularly meet up and train together.

A few weeks ago, I didn’t feel like going for a run on a Saturday morning at 6AM. My friend encouraged me and reminded me of the importance of discipline and consistency, regardless of how we feel. I went on the run and felt much better afterward, as I always do. I’m glad my friend held me accountable.

When I train with my friend, I get access to knowledge and experience of a seven-time full Ironman finisher. He’s completed many more Ironman 70.3 races. I get to learn from a pro.

True to the MIRROR nature, while we rely on resources to help our pursuits, we also act as a resource to help other people in our lives.

I met with a client who wants to retire early, at the age of 55 or sooner. The client wanted to reduce their retirement savings rate so they can afford a new, large auto loan payment. I asked the client if their goal of retiring early changed to which they said no. So, we explored options for a comfortable used car that fits their needs and desires, but costs much less and allows them to maintain their retirement savings rate.

Resources are more than tools and systems. They are the people who challenge us, support us, teach us, and hold us accountable. We may run the race ourselves, but we rarely reach the finish line alone.

https://bit.ly/3W8Uzog

10/26/2026

A lot can happen between now and December 31.

That's why I encourage clients to use the final months of the year to revisit key financial decisions, including charitable giving and potential tax planning opportunities.

Reviewing these areas before year-end may help you make more informed decisions and identify strategies that support both your current priorities and long-term goals.

Let's connect if you'd like to discuss your year-end financial planning checklist.

Maximize your tax deductions by timing and grouping deductible expenses effectively.

10/23/2026

Fall isn't complete without our annual Summit Wealth Management tailgate BBQ and potluck.

The competition over team apparel may have been fierce, but the real winners were all of us who got to enjoy the incredible food.

Always fun spending time with a team that works hard and knows how to have fun together.

10/21/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

10/20/2026

Our upcoming webinar, Protect Your Financial Information in the Digital World, is almost here.

Join Summit Wealth Management's Joel Schwartz for a timely discussion on practical steps you can take to help protect sensitive financial information, navigate digital tools with confidence, and stay informed about cybersecurity best practices.

📅 Thursday, October 22
⏰ 12:00 p.m. MT
💻 Virtual via Microsoft Teams

If you haven't registered yet, there's still time. Secure your spot by Wednesday, October 21.

Register here: https://bit.ly/47x7q65

Protecting your wealth isn't just about managing assets. It's also about protecting the information connected to them.