Joel Schwartz - Ameriprise Financial Advisor

05/28/2026

Your business equity touches everything— growth, taxes, and your personal future. We can help you potentially turn complexity into clarity and create real financial momentum with tips to grow and preserve your business equity.

Ready to turn complexity into clarity? Download our whitepaper to explore actionable strategies for growing and preserving your business equity: https://bit.ly/4dV8NOJ

05/27/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

For me, Memorial Day is less about the long weekend and more about taking a moment to slow down. It’s a day to reflect on lives given in service. People whose sacrifices created choices and freedoms many of us don’t often stop to consider. At Summit Wealth Management, planning for the future is part of everyday life. Memorial Day reminds me that the ability to do so isn’t guaranteed, it rests on the service and sacrifice of others.

05/21/2026

May is Jewish American Heritage Month—a time I find myself reflecting a bit more personally. Some of life’s most important lessons didn’t come from a classroom, but from stories shared at the table and from watching older generations approach money with care, responsibility, and respect. They taught me that what you build isn’t just for you—it’s something you steward for those who come next.

Those early lessons continue to shape how I show up today and how I think about stewardship, legacy, and helping families make decisions that honor both where they’ve come from and where they want to go.

Heritage months remind us of the communities that shape our national mosaic. Jewish American Heritage Month creates space to learn, to celebrate a rich and complex history, and to strengthen the fabric that connects us all.

05/20/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

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.

05/19/2026

Caring for Aging Loved Ones? You Don’t Have to Navigate It Alone.

Balancing the needs of aging parents, your family, and your financial future can feel overwhelming. If you’re part of the “sandwich generation,” this complimentary seminar is for you.

Join Summit Wealth Management for an informative session focused on helping you navigate three critical areas of caregiving:
✔️ Financial planning
✔️ Health considerations
✔️ Legacy and long-term decisions

You’ll gain practical strategies and insights to help you support your loved ones with confidence—while protecting your own future.

Every caregiving journey is unique. Let’s help you find the right path forward.

✅ Reserve your spot today: https://bit.ly/4nBn73v

05/18/2026

Don’t wait until your child is in high school to start thinking about college costs. The earlier you begin planning the more financing options you’ll have.

If you’d like to explore strategies to prepare for college costs, let’s connect. Reach out to start a personalized plan.

5 considerations as you set your child’s education goal