Summit House Wealth Partners

Summit House Wealth Partners A private wealth advisory practice of Ameriprise Financial Services, LLC

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When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of dow...
05/19/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

Market ups and downs are part of investing, but they don’t have to derail long-term plans. Having a strategy that balanc...
05/12/2026

Market ups and downs are part of investing, but they don’t have to derail long-term plans. Having a strategy that balances growth potential with risk awareness can help bring more confidence to retirement planning. A thoughtful approach can make it easier to stay on track through changing market conditions. Message me if you’d like to start the conversation.

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow an...
05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐

Meet the Team: Introducing Matt!This month, we’re excited to highlight Matt Mitchell- Paraplanner here at SHWP!Matt prep...
05/08/2026

Meet the Team: Introducing Matt!

This month, we’re excited to highlight Matt Mitchell- Paraplanner here at SHWP!

Matt prepares and executes trades, processes money movement requests and coordinates asset transfers. He participates in meeting follow-up, conducts investment and planning research and helps maintain accurate, up‑to‑date account and planning information.

We are grateful for Matt, and all he does to support our clients and strengthen our team!

04/21/2026

Markets started 2026 under pressure as investors weighed continued uncertainty in the Middle East. Heading into Q2, Ameriprise Financial experts break down recession risk, key emerging-market trends and what recent geopolitical developments could mean for your portfolio.

Join us in celebrating Steve Duval, who has been named to the 2026 Forbes Best-in-State Wealth Advisors list. Congratula...
04/13/2026

Join us in celebrating Steve Duval, who has been named to the 2026 Forbes Best-in-State Wealth Advisors list. Congratulations, Steve! All of us at Summit House Wealth Partners share your commitment to building genuine relationships with our clients and providing them with the experience they deserve. Thank you to all of our loyal clients – we are honored to be part of your lives.

https://www.ameripriseadvisors.com/team/summit-house-wealth-partners/financial-advice-team/stephen.r.duval/

🌟 Meet the Team: Introducing Ed! 🌟This month, we’re excited to highlight Ed Boscher, one of the leaders who helps make o...
04/10/2026

🌟 Meet the Team: Introducing Ed! 🌟

This month, we’re excited to highlight Ed Boscher, one of the leaders who helps make our practice thrive. His leadership, commitment to excellence, and client-focused approach play a key role in strengthening both our practice and our team.

Ed summed up what he loves most about his work best:
“Helping wonderful people reach their goals and being driven by their success.”

Thank you, Ed, for all you do!

Your income is the engine that powers your lifestyle and goals. Protecting it means protecting your future. Let’s connec...
03/26/2026

Your income is the engine that powers your lifestyle and goals. Protecting it means protecting your future. Let’s connect to discuss solutions that help keep your plans moving forward.

03/18/2026

Recent developments in the Middle East have created heightened global uncertainty, including for U.S. investors and consumers. Ameriprise Financial Chief Economist Russell Price offers perspective on how the conflict in Iran may influence the markets and U.S. economy.

🌟 Meet the Team: Introducing Tiffany! 🌟We’re excited to introduce Tiffany, the second member of our Summit House Wealth ...
03/10/2026

🌟 Meet the Team: Introducing Tiffany! 🌟

We’re excited to introduce Tiffany, the second member of our Summit House Wealth Partners spotlight series!

As an Intern, Tiffany is often the first friendly voice our clients hear when they call. She keeps our office running smoothly by managing incoming calls, assisting with client scheduling, and supporting our team through a variety of special projects.
Her positive energy, attention to detail, and willingness to jump in wherever she’s needed make her an invaluable part of our team — and we’re grateful for the care she brings to every client interaction.

Join us in welcoming Tiffany and thanking her for all she does to support our team and clients!

Address

551 Newton Street
South Hadley, MA
01075

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 5pm

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