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: Sell in and May Go Away?
- KUDOS! Breanne: UCSF Benioff Children's Hospital Oakland
- Summit U: Teens & Money, Second Saturday Divorce Workshop, Transforming Social Security Into a Winning Retirement Strategy
- Financial Tips for Newlyweds
- 16th Annual Charity Golf Tournament
- Meet Baby Charlotte
Registration is now open for the 16th Annual Charity Golf Tournament!Read More >
September 4, 2018
August 7, 2018