Summit Wealth Management, An Ameriprise private wealth advisory practice

11/06/2026

Market volatility can often be uncomfortable. To help provide some perspective on today’s market activity, read today’s After the Close from .

11/05/2026

Volunteers are essential to hunger relief nonprofits. Every hour spent, every box packed, every meal delivered helps end hunger in our communities. Please join us volunteering at Food For Thought Denver on Friday, November 13, for the Ameriprise Day of Service. Find more details and sign up on our website: https://bit.ly/4iwCSqc

11/05/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

11/04/2026

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

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

11/02/2026

What you build today can shape opportunities for generations to come. Thoughtful wealth planning goes beyond investment management. It helps align your financial resources with the people, values, and legacy that matter most.

Our team works with clients to simplify complex decisions around wealth transfer, family governance, philanthropy, and long-term planning so they can focus on what they want their wealth to accomplish.

Let's start a conversation about creating a meaningful impact for generations to come.

https://bit.ly/4sFhELw

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.

10/28/2026

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

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

10/26/2026

As year-end approaches, the timing of charitable gifts and other deductible expenses may be worth a closer look.

“Bunching” deductions into a single year is one strategy that may help you make the most of your deductions.

The right approach depends on your income, giving goals and broader financial picture — which is why it can be helpful to review this as part of your year-end planning.

Reach out to schedule a conversation about your year-end financial planning opportunities.

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

10/23/2026

One of our favorite traditions of the year is in the books!

Our annual office tailgate BBQ and potluck brought the team together for great food, great company, and a little friendly team spirit. From BBQ and game-day apparel to homemade specialties and desserts, our team always knows how to make this event memorable.

A few crowd favorites included Nate's famous green chile, Yaz's fresh ceviche, and enough delicious desserts to keep everyone coming back for seconds.

We're grateful for a team that works hard, supports one another, and knows how to celebrate together.