A financial advisory practice of Ameriprise Financial Services, LLC
Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media. Summit Oak Wealth Group launched in January 2026 with a fresh brand and logo, bringing our team together under one banner while keeping what clients value most the same. You will recognize the advis
ors you already know and trust: Michael Gioia, Steven Shrimp, Daniel Scribner, and Sarah Henderson. We have long served families and professionals both in the Wilmington, Delaware community and nationwide with thoughtful planning, steady portfolio guidance, and clear communication, now unified in a brand that reflects strength, clarity, and roots that run deep. Make complex choices feel understandable. Stay close as your needs evolve. We provide retirement planning, tax aware portfolio management, risk management, charitable giving strategies, estate and trust coordination, business owner planning, stock option and RSU guidance, and clear reporting so you always know where you stand and what comes next. Summit Oak represents the next chapter of work we love, with the same relationships, the same attention to detail, and the same ethical approach you expect. If you are visiting for the first time, we invite you to connect with our team in Wilmington or virtually to see how financial planning can help you move forward with more confidence. Would you like a second opinion on your current financial plan or a complimentary initial consultation?
