Joel Schwartz - Ameriprise Financial Advisor

10/09/2026

Doing the right thing for clients is always the right choice.

10/07/2026

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

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

10/05/2026

Protecting your financial future isn't just about growing assets. It's also about reducing unnecessary risks along the way.

This article offers actionable steps to help strengthen your personal security and better protect the information that supports your financial life.

Learn about common types of fraud, how to protect yourself, and how we can work together safely and securely.

10/02/2026

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.

10/01/2026

How secure is your financial information online?

As more of our financial lives move online, understanding how to communicate, share documents and monitor progress securely is more important than ever.

Join Summit Wealth Management for a complimentary virtual presentation:

Protect Your Financial Information in the Digital World

Presented by Joel Schwartz, Financial Advisor from Ameriprise Financial

During this educational session, you'll learn:
- Best practices for sharing financial information securely
- Ways to set up and track financial goals online
- How Ameriprise Financial's security measures help protect your information
- Steps you can take to reduce digital risks and improve your online experience

📅 Thursday, October 22, 2026
⏰ 12:00 p.m. - 1:00 p.m.
💻 Virtual event via Microsoft Teams

Reserve your spot by October 21 and receive your access credentials. Space is limited.

Register today: https://bit.ly/4dcrON9

09/30/2026

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

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

09/28/2026

Many of the clients I work with have spent years building successful careers, businesses and financial lives. The challenge isn't simply accumulating wealth. It's making informed decisions about how that wealth can support the people and priorities that matter most.

Confidence comes from having a comprehensive plan, experienced guidance and a team working in your corner.

I'm proud to offer that support with the backing of a firm that has helped clients navigate financial decisions for more than 130 years.

09/25/2026

Being a dad to my daughters has changed the way I think about almost everything. It certainly changes how you think about the future.

I strive to protect them while also giving them enough room to become independent. I want to teach them, and then discover that they’re constantly teaching me. I want to give them opportunities while also making sure they understand the value of hard work, gratitude, and responsibility.

Most of all, I want my daughters to grow up knowing that they are deeply loved, capable of far more than they realize, and supported in becoming the people they were meant to become. There are a lot of titles I’m proud to have. “Dad” will always be at the top of the list.

Happy National Daughters Day to two girls who make my life better every single day.

09/24/2026

In an ever-changing world, the Certified Financial Planner™️ (CFP®️) designation remains a clear signal of knowledge, discipline, and accountability.​

As a CFP®️ professional, I partner with individuals and families to build clear, actionable plans — covering everything from retirement and investments to tax-smart strategies and legacy planning — always aligned to what matters most to them.​

If someone in your network could use a thoughtful second opinion — or wants to turn financial goals into a real plan — I’d welcome an introduction. Feel free to message me directly, and I’m happy to help.​

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