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 2019 Newsletter is Here!

-Stay or Leave? A Retirement Conundrum
-Summit Spirit Award: Kimberlee Kelso McKinsey
-Our 17th Annual Charity Golf Tournament Wrap-Up
-Staff Spotlight: Welcome Dash Grammer and Nik Linton
-Summit University Fall Schedule
-Community Corner: Blue Star Moms Donation Opportunity
-Summit Trivia Challenge

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17th Charity Golf Tournament Wrap-Up

On September 24th, over 100 golfers gathered at the Blackhawk Country Club to raise money for George Mark Children's House.

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CONTACT US

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

925.866.7800

[email protected]

Check the background of this firm on FINRA BrokerCheck

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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