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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.

Winter 2020 Newsletter is Here!

-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
-Tax-Time Reminder
-Summit Trivia Challenge

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8th Annual Summit Symposium

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.

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CONTACT US

2000 Crow Canyon Place, Suite 450
San Ramon, CA 94583

925.866.7800

[email protected]

Check the background of this firm on FINRA BrokerCheck

EVENTS


Second Saturday Divorce Workshop

Are you considering divorce, or in the midst of a divorce? As you contemplate your next steps and ...

Retirement Planning Today

This course addresses financial issues that pertain to the self-employed as well as employees of ...

Wealth Creation Today

Nearly every successful professional could benefit from increased financial fluency. Whether you ...

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