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.
The “Why” behind our work has always been more important than the business metrics.
We spend meaningful time with clients building the framework for their financial life and making sure our recommendations fit their unique situation.
- Feature Article: 2017 – A Most Interesting Year
- KUDOS! Kimberlee: Ability Now Bay Area
- Summit U: Retirement Workshops and More!
- Staff Spotlight: Our 2018 Team Resolutions
- The Summit Symposium Lineup is Here!
- Community Corner: Summit is Going Green
- Save the Date: Golf Tournament 2018
September 18th marked the 15th Summit Annual Charity Golf Tournament at Ruby Hill Golf Club. More than $50,000 was raised for Rooms for Hope!Read More >
December 22, 2017
December 20, 2017
October 23, 2017