Joel Schwartz - Ameriprise Financial Advisor

11/02/2026

The most meaningful wealth strategies aren't just about today. They're about creating opportunities, preserving family values, and helping future generations thrive.

Whether you're thinking about wealth transfer, charitable giving, or preparing the next generation for financial responsibility, a thoughtful plan can make all the difference.

Let's talk about what you want your wealth to do for the people and causes you care about most.

https://bit.ly/4edheG8

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

When it comes to wealth management, timing matters.

As the year draws to a close, reviewing charitable contributions, deductions and other planning opportunities may help ensure your financial strategy remains aligned with your overall objectives.

Rather than viewing these decisions in isolation, I believe they are most effective when considered alongside your investment, retirement, estate and legacy planning goals.

If you'd like to explore year-end planning opportunities, let's schedule a conversation.

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

10/23/2026

We're serious about helping clients navigate important financial decisions, but we're also serious about great food.

Our annual Summit Wealth Management tailgate BBQ and potluck was another huge success. Between the BBQ, team jerseys, green chile, corn bread ceviche, and enough desserts to feed a small army, there was no shortage of highlights.

Grateful to be surrounded by such talented people and proud of the culture we've built together.

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 me 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/4dRgdDw

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

10/19/2026

One of the most important aspects of investing is understanding how emotions can influence decision-making. This article explores the connection between investor behavior and market outcomes, offering insights for long-term planning.

Why your natural instincts could impact your investment returns.