Summit Financial Group is a comprehensive planning and wealth management firm providing insight and solutions that assist clients with their financial dreams. Our goal is to educate clients so they understand their financial picture in order to implement solutions that match their priorities and resources. We aim to be the trusted resource for our clients and earn that distinction by consistently treating their wealth as if it was our own.

Summer 2019 Newsletter is Here!

-The Kids Are All Right - Planning for the Next Generation
-Summit Spirit Award: Connor Merrigan supports the Alzheimer's Association
-Our 17th Annual Charity Golf Tournament: Get to know this year's beneficiary, George Mark Children's House.
-Summit University Summer Schedule: Teens & Money, Second Saturday
-Summit Trivia Challenge

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17th Annual Charity Golf Tournament

It’s that time of year! Break out those clubs and join us on the golf course in support of a wonderful organization.

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CONTACT US

2000 Crow Canyon Place, Suite 450
San Ramon, CA 94583

925.866.7800

[email protected]

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EVENTS


Second Saturday Divorce Workshop

Are you considering divorce, or in the midst of a divorce? As you contemplate your next steps and ...

Retirement Planning Today

This course addresses financial issues that pertain to the self-employed as well as employees of ...

Wealth Creation Today

Nearly every successful professional could benefit from increased financial fluency. Whether you ...

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