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.

8th Annual Summit Symposium Wrap-up

Held on Leap Day, Saturday, February 29 at our new Casa Real location, our 8th Annual Summit Symposium enjoyed the largest attendance in its history. Thank you to the 365 of you who attended. For those who were not able to join us, here’s what you missed.

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COVID-19 Shelter-in-place

All of us are being asked to take unprecedented measures in order to slow the spread of the coronavirus (COVID-19). However, our advisors and operations team will remain committed to delivering the same high level of service you have come to expect from us.

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


[email protected]

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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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