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.

Winter 2021 Newsletter is Here!

-Feature Article: The Saga of 2020
-Summit Spirit Award: Teresa Hookey and Cougs Feeding Cougs
-Summit U: Understanding Your Stock-Based Compensation Plan
-Staff Spotlight: Connor Merrigan
-Tax-Time Reminder
-AND More!

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Summit Symposium Series

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!

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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 ...

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