Summit Wealth Management, An Ameriprise private wealth advisory practice

09/09/2026

Medicare Questions? Join us tomorrow!

If you've been meaning to learn more about Medicare but haven't registered yet, there's still time to reserve your spot.

Join us for an educational webinar covering:
✅ Medicare costs
✅ What Medicare covers
✅ Changes coming next year
✅ Important enrollment considerations

Whether you're preparing to sign up for Medicare for the first time or simply want to be better informed before the next open enrollment period, this session can help.

📅 Thursday, September 10, 2026
⏰ 12:00-1:00 p.m. MT
💻 Hosted on Microsoft Teams

Presented by Alexis Pepple, MBA, Independent Medicare Broker and Founder of Pepple Insurance.

Visit our Events page to RSVP and reserve your spot.
https://bit.ly/4xVMgdp

Know someone who may be approaching Medicare enrollment? Feel free to share this opportunity with a friend or family member.

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

09/07/2026

You're Invited to Our Autumn Festival!

Fall is one of Colorado's most beautiful seasons, and we'd love to celebrate it with you.

Join Summit Wealth Management at Denver Botanic Gardens Chatfield Farms on Sunday, September 27 at 10:00 a.m. for a fun-filled day featuring seasonal activities, family-friendly attractions, and of course, the corn maze!

Space is limited, so be sure to RSVP by September 23.

Reserve your spot today:
https://bit.ly/3UuFwEG

We look forward to celebrating the season with you!

09/03/2026

One week to go!

If Medicare is on your horizon, now is a great time to learn more about your options.

Join Summit Wealth Management for our virtual Medicare 101 webinar on Thursday, September 10, where we'll discuss Medicare costs, coverage, enrollment considerations, and changes coming next year.

Whether you're preparing to enroll for the first time or want a better understanding before open enrollment, this educational session can help.

📅 September 10, 2026
⏰ 12:00-1:00 p.m. MT
💻 Hosted on Microsoft Teams

Presented by Alexis Pepple, MBA, Independent Medicare Broker and Founder of Pepple Insurance.

Visit our Events page and reserve your spot today: https://bit.ly/4hbp83F

Feel free to invite a friend who may benefit from the discussion.

09/02/2026

Join us in wishing a very happy birthday to Carrie Reger!

Carrie plays an important role in helping tell our story, support our advisors, and strengthen the relationships we build with clients and our community. We are grateful for her hard work, positive attitude, and the energy she brings to our team.

We hope your special day is filled with celebration, joy, and all your favorite things. Happy Birthday, Carrie!

09/02/2026

Join us in celebrating Nick Anderson's work anniversary at Summit Wealth Management!

Nick's dedication to helping clients navigate important financial decisions, build confidence in their futures, and stay focused on what matters most has made a meaningful impact on the individuals and families he serves.

Thank you, Nick, for your commitment to our clients, your teammates, and the relationships you build every day.

09/01/2026

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

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

08/31/2026

A successful retirement isn't determined solely by the decisions you make. It's also shaped by the mistakes you avoid along the way.

Small oversights involving taxes, investment risk, withdrawal strategies, or timing can have a lasting impact on your financial future.

This article highlights 10 common retirement savings mistakes and practical ways to avoid them.

If you're wondering whether your strategy is still aligned with the life you want to live, we're here to help.

Uncover strategies to avoid retirement planning pitfalls and help secure your future.

08/30/2026

Happy Birthday, Joel Schwartz! Wishing you a fantastic day and a year ahead filled with happiness, good health, and continued success. Thank you for all you do for our clients and team. Join us in celebrating Joel today!

08/26/2026

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

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