SOUTH HADLEY — Stephen Duval, a private wealth advisor with Ameriprise Financial Services Inc., recently announced he has moved his practice to a new location at 551 Newton St. and changed its name to Summit House Wealth Partners. Duval has also expanded his team of financial advisors by one.
A certified financial planner, Duval moved his office in June from 130 College St., and colleague Justin Osowiecki, a financial advisor, made the transition with him. At the same time, Duval partnered with Edward Boscher, who is also now serving clients as a Summit House Wealth Partners financial advisor.
The team will hold an open house for the public at the new Newton Street office on Thursday, Sept. 21 from 2 to 7 p.m.
Duval holds a bachelor’s degree from UMass in business administration and is a graduate of the College for Financial Planning. He has been with Ameriprise for 25 years. Boscher is also a certified financial planner and a certified investment management analyst. He has spent much of his career working with Voya Investment Management out of its Windsor, Conn. office. He holds a bachelor’s degree in business management from Westfield State University.
Boscher made the transition to Summit House Wealth Partners, he said, “to put my 23-plus years of asset-management experience to work for people around here, because I live here.”
Duval’s practice is an Ameriprise Financial franchise. Ameriprise Financial Services Inc. offers financial-advisory services, investments, insurance, and annuity products. For more information, or for details on upcoming workshops — on topics ranging from Social Security to identify theft to retirement planning — call (413) 540-0196.