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: Surviving the Bear
-You’re Invited: Summit Symposium
-KUDOS! Breanne: Camp Fire Strikes Close to Home
-Summit U: Winter Session is Open
-From the Ashes, a New Beginning: Rode Family Update
-Staff Spotlight: Welcome Veronica and Cindy
-New! Summit Trivia Challenge
Join us at our signature event on Saturday, February 23, 2019 from 10:00 a.m. – 3:00 p.m. at the Palm Event Center in Pleasanton, CA.
Learn, be inspired, and enjoy great food and wine.
Click the link below to view this year's presenters.
February 5, 2019
December 27, 2018
December 21, 2018