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.

Fall 2018 Newsletter is Here!

-Feature Article: Fear and Greed – Investor Psyche 10 Years After the Great Recession
-KUDOS! Rachael: Providing Aid to Sonoma County Fire Victims
-Summit U: Learn About Our New Course: Wealth Creation Today
-Our 16th Annual Charity Golf Tournament Tees Off Against Cancer
-Staff Spotlight: Welcome Connor and Kim

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16th Annual Charity Golf Tournament

Our 16th Annual Golf Tournament Tees Off Against Cancer.
Click the link below to view the wrap-up and photos of the event.

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


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What Happened to Your Money?

December 13, 2018

The Yield Curve: Why We Care

December 6, 2018


Retirement Planning

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

Second Saturday Divorce Workshop

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

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