Summit Wealth Management, An Ameriprise private wealth advisory practice

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.

10/22/2026

Today we're celebrating Nate Tucker as he marks six years with Summit Wealth Management!

Nate's commitment to our team, our clients, and our culture has made a lasting impact over the years. We're thankful for his hard work, collaboration, and the many ways he helps make our practice stronger.

Congratulations, Nate, on six fantastic years!

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.

10/21/2026

Join us in wishing Nick Anderson a very Happy Birthday!

We appreciate everything you do for our clients and team. Here's to a fantastic year ahead!

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/4i7Fhaz

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

10/19/2026

Markets are driven by more than data and headlines. Understanding how people naturally respond to uncertainty, risk and opportunity can provide valuable perspective for long-term investors. Learn more in this article.

Why your natural instincts could impact your investment returns.

10/16/2026

Ameriprise Day of Service is coming up and thousands of volunteers across the country are uniting to help end hunger in our communities. You’re invited to join Summit Wealth Management as we help our neighbors in need by packing PowerSacks at Food For Thought Denver. Please visit our website for more information and to RSVP if you would like to join us on November 13.

https://bit.ly/4i7h58o

10/15/2026

How confident are you that your financial information is protected online?

Join us in one week for an educational webinar designed to help you navigate today’s digital landscape with greater confidence. Learn practical strategies for protecting sensitive information, reducing online risks, and making the most of secure digital tools.

📅 Thursday, October 22
⏰ 12:00 p.m. MT
🎙️ Hosted by Joel Schwartz

Register today: How confident are you that your financial information is protected online?

Join us in one week for an educational webinar designed to help you navigate today’s digital landscape with greater confidence. Learn practical strategies for protecting sensitive information, reducing online risks, and making the most of secure digital tools.

📅 Thursday, October 22
⏰ 12:00 p.m. MT
🎙️ Hosted by Joel Schwartz

Register today: https://bit.ly/4jYp5ej

Because protecting your wealth also means protecting the information connected to it.



Because protecting your wealth also means protecting the information connected to it.