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.
Summit Financial Group is located within the area that may be affected by the PG&E Power Shut-off. In the event of an outage, we’ve got you covered. Please click the link below for all the information you’ll need if the lights go out.Read More >
On September 24th, over 100 golfers gathered at the Blackhawk Country Club to raise money for George Mark Children's House.Read More >
September 9, 2019
September 3, 2019
August 21, 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 ...