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: The Beat Goes On
-Summit Spirit Award: Laura and Pam
-Summit University Spring Schedule
-Staff Spotlight: Welcome Janine Keeperman
-Keep or Toss? Your A-Z Guide to Document Retention
-Event: Spring Cleaning Paper Purge
-A Little Ray of Sunshine: Baby Zayn Arrives!
-Save the Date: Our 17th Annual Charity Golf Tournament
-Summit Trivia Challenge
Once again held at the beautiful Palm Event Center in Pleasanton, our Summit Symposium was a day to remember!Read More >
June 10, 2019
May 23, 2019