Joel Schwartz - Ameriprise Financial Advisor

09/08/2026

Watching my daughters with their grandparents has given me an even greater appreciation for what grandparents bring to a family. They pass down stories, traditions, values, and little pieces of family history that can’t really be captured on a balance sheet or measured in dollars.

I spend a lot of time talking with families about legacy. But the older I get, the more I realize that the most meaningful parts of a legacy often have very little to do with money. It’s the stories people remember. The traditions they continue. The lessons they repeat years later without even realizing where they first heard them.
And, most importantly, the time they had together.

I’m grateful that my daughters have those relationships in their lives. Happy Grandparents Day.

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

09/07/2026

You're Invited to Our Autumn Festival!

Fall is one of Colorado's most beautiful seasons, and we'd love to celebrate it with you.

Join Summit Wealth Management at Denver Botanic Gardens Chatfield Farms on Sunday, September 27 at 10:00 a.m. for a fun-filled day featuring seasonal activities, family-friendly attractions, and of course, the corn maze!

Space is limited, so be sure to RSVP by September 23.

Reserve your spot today:
https://bit.ly/3TjyGRY

We look forward to celebrating the season with you!

09/06/2026

I read a lot. Some of it is directly connected to my work. Some of it is personal development. Some books are simply about subjects I’m curious about.

I’ve found that the more I learn, the more aware I become of how much there still is to learn. That’s probably one of the things I enjoy most about reading. A good book can sharpen something you already believe, challenge an assumption you didn’t realize you had, or introduce you to an entirely different way of looking at something.

I try to carry that same mindset into my work and life: always learning, keep asking questions, and never assume you’ve reached the point where there’s nothing left to discover.

In honor of National Read a Book Day, I’d love some recommendations. What’s one book you think is worth reading?

09/05/2026

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

09/03/2026

One week to go!

If Medicare is on your horizon, now is a great time to learn more about your options.

Join Summit Wealth Management for our virtual Medicare 101 webinar on Thursday, September 10, where we'll discuss Medicare costs, coverage, enrollment considerations, and changes coming next year.

Whether you're preparing to enroll for the first time or want a better understanding before open enrollment, this educational session can help.

📅 September 10, 2026
⏰ 12:00-1:00 p.m. MT
💻 Hosted on Microsoft Teams

Presented by Alexis Pepple, MBA, Independent Medicare Broker and Founder of Pepple Insurance.

Visit our Events page and reserve your spot today: https://bit.ly/4cKCyCj

Feel free to invite a friend who may benefit from the discussion.

09/01/2026

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

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

08/31/2026

One of the most valuable parts of financial planning is identifying blind spots before they become obstacles. When it comes to retirement, small decisions can have a bigger impact than many people realize.

This article shares 10 common mistakes investors make while preparing for retirement and what can be done to avoid them.

Uncover strategies to avoid retirement planning pitfalls and help secure your future.

08/29/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

08/27/2026

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

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