Theresa Pflieger - Ameriprise Financial Advisor

10/31/2026

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

10/30/2026

Ameriprise Financial is pleased to offer clients and guests an exclusive opportunity to join a virtual presentation on Thursday, Nov 19, 2026. The event is complimentary.

Thursday, November 19: 3pm – 4pm Mountain
Economic Update: Russell Price, Chief Economist for Ameriprise Financial kicks off our session with his insights on today’s economic environment. Russ has been the Chief Economist for Ameriprise Financial for approximately 18 years.

His views on the economy are frequently seen in the news media, and he has been repeatedly cited by Bloomberg as a “Bloomberg Best” for being one of the most accurate forecasters of the U.S. economy.

Through the end of the second quarter (Q2-2026), Bloomberg ranks him as the 4th most accurate forecaster of the U.S. economy over the previous 2 years, out of a field of approximately 70 global economists and he was the top-ranked forecaster in the U.S. brokerage industry.

Navigating AI and cybersecurity-Protecting your savings in the age of AI: featuring Stacy R. Andrews, CIMA®, CEPA® Senior Director | Wealth Advisory Solutions-Principal Asset Management, LLC. Cybercrime is no longer a niche technology issue. It's a global economic force measured in trillions of dollars. Financial accounts remain one of the most attractive targets because criminals follow assets, personal information, and opportunities to move money. Trust is ultimately your most valuable asset, and cybersecurity plays a direct role in protecting that trust. Listen in to hear the latest tips on how we can STOP cybercrime.

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. After you register, you will receive an email confirmation from Microsoft Teams with your Registration ID and the link to join the seminar.

HOSTED BY: Summit Wealth Management, Ameriprise Financial Services, LLC

This is an informational seminar. There is no cost or obligation.
Investors should consider the investment objectives, risks, charges, and expenses of a mutual fund carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing.

This event is sponsored by Principal Asset Management, LLC and is not an affiliate of Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
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Learn about upcoming financial seminars and financial events in Greenwood Village, CO, hosted by financial advisor: Summit Wealth Management.

10/28/2026

Investment gains can add up over time. So can tax savings. Tax deferral helps keep more of your money invested and working toward your goals year after year.

Contact us and let's talk about what’s possible.

10/27/2026

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

Many families I work with want to be thoughtful about both their charitable giving and their overall financial picture.

As year-end approaches, it may be worth reviewing whether the timing of charitable gifts and other deductible expenses aligns with your current goals and circumstances.

Small adjustments can sometimes create meaningful opportunities, especially when viewed as part of a larger financial planning strategy.

I'd be happy to help you evaluate your options and discuss what may make sense for your situation.

Maximize your tax deductions by timing and grouping deductible expenses effectively.

10/23/2026

Good food, good people, and plenty of team spirit made for another fantastic Summit Wealth Management tailgate BBQ and potluck!

I love seeing everyone's favorite teams represented and getting the opportunity to connect with colleagues over some truly amazing food. A special shoutout to Nate's green chile, Yaz's ceviche, and all of the talented dessert makers in the office.

Days like these remind me how fortunate I am to work with such a wonderful team.

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.

10/20/2026

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/4zJWgHc

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

10/19/2026

Successful investing often requires looking beyond short-term market movements. This article examines the role human behavior plays in financial decision-making and what it may mean for investors moving forward.

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 RSVP if you are interested in joining us on November 13.

https://bit.ly/4yVh3rn