Team profile

Envision your retirement

No two retirements look the same. What will yours be like? The Ameriprise® Retirement Profiles quiz can help you identify the lifestyle that may bring you fulfillment in retirement. Just answer a few simple either/or questions to discover if you’re an Explorer, Nurturer, Creator, Connector or Doer.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Family Finances
  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Awards & recognition

  • Summit Private Wealth Group, Forbes Best-in-State Wealth Management Teams, 2024-2025

Community participation

Summit volunteer day at Feed My Starving Children on January 25, 2025.
Summit volunteer day at Feed My Starving Children on January 25, 2025.

Summit volunteer dayat Feed My Starving Children on January 25, 2025

Our photos

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