Certified by Summit Ridge Wealth Management - Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
At Summit Ridge Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Brookfield, WI area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Details
Online appointmentsAvailable
Onsite servicesAvailable
Location
Certified by Summit Ridge Wealth Management - Ameriprise Financial Services, LLC • Aug 16, 2026
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
What services does Summit Ridge Wealth Management offer?
Summit Ridge Wealth Management offers private wealth advisory services including financial planning, investment services, and financial consulting through Ameriprise Financial Services, LLC.
Where is Summit Ridge Wealth Management located?
It is located at 330 S Executive Dr, Ste 102, Brookfield, WI 53005, USA.
How can I contact Summit Ridge Wealth Management?
You can contact them by phone at +1 262-777-2673 or via email at Jonathan.h.schomberg@ampf.com.
Does Summit Ridge Wealth Management offer online appointment scheduling?
Yes, Summit Ridge Wealth Management offers online appointments along with onsite services.
Where can I find more information about the credentials of Summit Ridge Wealth Management advisors?
More information is available at FINRA's BrokerCheck website linked through their featured message.
What is the official website of Summit Ridge Wealth Management?
Their official website is https://www.ameripriseadvisors.com/team/summit-ridge-wealth-management/.
How can nearby real estate agents be helpful to Summit Ridge Wealth Management clients?
Nearby real estate agents like MK Partners and The Wisconsin Real Estate Group can assist clients in making property investments which is complementary to financial planning services offered by Summit Ridge Wealth Management.
Is there a convenient place for clients to stay near Summit Ridge Wealth Management?
Yes, the Hilton Garden Inn Milwaukee Brookfield Conference Center is located nearby, providing convenient accommodation for clients traveling to see Summit Ridge Wealth Management.
Are there any local businesses in financial or mortgage services near Summit Ridge Wealth Management?
Nearby financial and mortgage services include Louis Wonio, Guaranteed Rate, Lend It With Beckum, and Bridgeview Bank Mortgage, which may be useful partners or resources for clients.
What other professional services are available near Summit Ridge Wealth Management?
Nearby professional services include Deladurantey Law Office (credit and debt counseling), X-Centric IT Solutions (IT and marketing), and H Q Global Workplaces (business consulting) which could benefit clients looking for comprehensive support.
This information is certified by Summit Ridge Wealth Management - Ameriprise Financial Services, LLC and published from the brand's official system of record. Data is distributed through an enterprise-grade knowledge management platform. Learn more about our data sources
Certified August 16, 2026Yext Knowledge Graph
Address
Categories
Geo coordinates
Legal business name
Phone number
Official website
Syndication Network
Approved business data is pushed to 100+ publishers, including: