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: In Search of Perspective
-Summit Spirit Award: Cristina, Trips for Kids Marin
-Summit U: We’ve Gone Virtual!
-Newborn News: Baby Claire has arrived and she’s ADORABLE!
-Sneak Peek: Preview Our Office Makeover
-Staff Spotlight: Welcome Robert, Martha, and Jeffrey
Join us virtually for our Summit Symposium Series. We hope you will take time out of your busy lives to join us. We feel certain it will be worth your while! Please click below for the dates and times for all our presentations, along with bios on the speakers and how to RSVP. Come … let us Entertain, Educate and Inspire you!Read More >
November 5, 2020
October 28, 2020
September 23, 2020