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 Year No One Saw Coming
-Summit Spirit Award: Connor Merrigan
-Oh Boy! Baby Benjamin has Arrived
-Summit U: Winter Session is Open + Retire On Purpose
-Staff Spotlight: Kimberly, Monika, and Nicole
-SECURE Act Changes the Retirement Landscape
-You're Invited: Summit Symposium
-Summit Trivia Challenge
Join us at our signature event on Saturday, February 29, 2020 from 10:00 a.m. – 3:00 p.m. at Casa Real in Pleasanton, CA.
Learn, be inspired, and enjoy great food and wine.
January 3, 2020
December 11, 2019
November 22, 2019
Are you considering divorce, or in the midst of a divorce? As you contemplate your next steps and ...
This course addresses financial issues that pertain to the self-employed as well as employees of ...
Nearly every successful professional could benefit from increased financial fluency. Whether you ...