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
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• Summit Trivia Challenge
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• It’s Symposium Season: View our Lineup!
Summit University plans, develops, and hosts a variety of educational events created with the needs and interests of our clients and community in mind. Click the link below to see what's coming up.Read More >
2000 Crow Canyon Place, Suite 450
San Ramon, CA 94583
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March 3, 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 ...