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.
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.