Summit Wealth Management, An Ameriprise private wealth advisory practice

Summit Wealth Management, An Ameriprise private wealth advisory practice Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Whitney W Grimm, CFP®, MBA, APMA®, Private Wealth Advisor, Founder at Summit Wealth Management
A private wealth advisory practice of Ameriprise Financial Services, LLC

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
06/17/2026

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

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

06/16/2026

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

For many financially solo adults, independence isn’t a temporary phase.New research from Ameriprise Financial shows long...
06/15/2026

For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

06/11/2026

Stepping away from your business is one of the biggest moves you’ll make.

Click the link to download our exclusive white paper and discover how our financial advisors can help you maximize value and transition with confidence.

https://bit.ly/43qym5x

Happening Tomorrow—There’s Still Time to Join UsIf you’re navigating the challenges of caring for aging parents while su...
06/10/2026

Happening Tomorrow—There’s Still Time to Join Us

If you’re navigating the challenges of caring for aging parents while supporting your family, don’t miss this opportunity to get clarity and guidance.

Join Summit Wealth Management for a complimentary webinar designed to help you confidently manage caregiving responsibilities while protecting your financial future.

✅ Practical strategies for finances, health, and legacy planning
✅ Insights to support your loved ones—without sacrificing your goals

Register here: https://bit.ly/43ZQxiB

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
06/10/2026

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

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

06/09/2026

A growing disconnect between two market forces — AI and consumers — may test the recent stock rally. Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains this widening divide and how it could become a key risk for markets going forward.

Financial independence is sometimes misunderstood as isolating or risky.Ameriprise Financial research shows many financi...
06/08/2026

Financial independence is sometimes misunderstood as isolating or risky.

Ameriprise Financial research shows many financially solo adults feel confident in their financial situation and take pride in managing money on their own.

A closer look at the data offers a more accurate picture of today’s solo adults.

06/06/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

One Week Away—Don’t Miss This Important ConversationIf you’re balancing the financial and emotional demands of caring fo...
06/04/2026

One Week Away—Don’t Miss This Important Conversation

If you’re balancing the financial and emotional demands of caring for aging parents while supporting your family, now is the time to plan ahead.

Join Summit Wealth Management for a complimentary webinar next week—and walk away with practical strategies to help you navigate caregiving with confidence.

✅ Learn how to manage finances, health considerations, and legacy planning
✅ Protect your long-term financial future
✅ Support the people who matter most—without sacrificing your own goals

RSVP now: https://bit.ly/4vvmZFj

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Greenwood Village, CO

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