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: The Recession Debate
• Summit Spirit Award: Cody Smith & SHE-CAN
• Summit University: Our Winter Classes Are Open
• Community Corner: Summit Foundation Update
• Summit Trivia Challenge
• Staff Spotlight: Hello, Goodbye, and I Do!
• It’s Symposium Season: View our Lineup!
Join us at our signature event on Saturday, February 25, 2023, from 10:00 a.m. – 3:00 p.m. at Casa Real at Ruby Hill Winery in Pleasanton, CA! Learn, be inspired, and enjoy great food and wine.Read More >
January 14, 2023
December 7, 2022
October 13, 2022
Retire Wise: An Educational Retirement Strategy Workshop Retirement is a time to create the life ...
This course addresses financial issues that pertain to the self-employed as well as employees of ...
Are you considering divorce, or in the midst of a divorce? As you contemplate your next steps and ...