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


[email protected]

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