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: Fear and Greed – Investor Psyche 10 Years After the Great Recession
-KUDOS! Rachael: Providing Aid to Sonoma County Fire Victims
-Summit U: Learn About Our New Course: Wealth Creation Today
-Our 16th Annual Charity Golf Tournament Tees Off Against Cancer
-Staff Spotlight: Welcome Connor and Kim
Our 16th Annual Golf Tournament Tees Off Against Cancer.
Click the link below to view the wrap-up and photos of the event.
September 4, 2018
August 7, 2018