Summit House Wealth Partners Recognized by Forbes

SOUTH HADLEY — Summit House Wealth Partners, a private wealth-advisory practice with Ameriprise Financial in South Hadley, was named to the list of “Best-in-State Wealth Management Teams” published by Forbes. The list recognizes financial advisors and their teams who have demonstrated high levels of ethical standards, professionalism, and success in the business.

The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams. Summit House Wealth Partners was chosen based on assets under management, industry experience, compliance record, and best practices in its practice and approach to working with clients.

Summit House Wealth Partners is led by Stephen Duval, CFP. The team also includes financial advisors Ed Boscher, Mike Otto, and Justin Osowiecki, and support staff Debra Whalen, James Lucey, Matthew Mitchell, Patricia Belanger, Jennifer Gray, Morgan Szczygiel, and Nicole Old. They have collectively served the South Hadley community since 1992.