The Latest News

The Retirement Income Challenge

June 18, 2017 | Category: White Papers

At its core, retirement is a lifetime income challenge. When someone quits working, their lifestyle still requires monthly expenditures, but the corresponding paycheck disappears. Replacing that paycheck is the... Read More

Summit Advisor Among Graduates of Leadership San Ramon Valley Class of 2017

June 2, 2017 | Category: Articles Community

Congratulations to Jeneen Slack, who joined the ranks of Summit advisors to successfully complete the fantastic program offered through Leadership San Ramon Valley. Among those in attendance at the... Read More

Summit Places 4th at Junior Achievement’s Social Innovation Camp!

May 27, 2017 | Category: Articles

Summit’s Laura O’Brien and Michael Lahl had the opportunity to be mentors at this year’s Junior Achievement Social Innovation Camp again. Since 2012, This Northern California initiative of Junior... Read More

March Madness

April 11, 2017 | Category: Articles Events

Our very own Rachael Kepke takes the title of Bracket Queen Supreme! As this year’s March Madness winner she has the honor of choosing e a charity which Summit... Read More

2017 Symposium Wrap Up

March 20, 2017 | Category: Articles Events

  Our 5th annual Summit Symposium was everything it promised to be and then some! Over 300 clients and friends joined us at The Palm Event Center in Pleasanton... Read More