Summit Tax Reform Town Hall

By: Angela King| On: December 22, 2017 |Category: Articles

Tax Reform Town Hall with Summit Financial Group Tax Reform – What Does It Mean? On Friday, December 22, 2017 Summit Partner Nathan Bennett and Senior Director Jay Gilson... Read More

Summit Gives the Gift of Christmas to Fire Victims

By: Angela King| On: December 20, 2017 |Category: Articles

Happy Holidays from Summit Financial Group! The past year has been most fascinating. On one hand, a robust economy and growing stock market have resulted in good things for... Read More

An Open Letter To Our Clients: The Equifax Breach and You

By: Angela King| On: September 11, 2017 |Category: Articles

  Dear Valued Client, As you have likely heard, Equifax – one of the major credit companies in the US – had their security breached, and more than 140... Read More

Summit Foundation Donates to Help Hurricane Victims

By: Angela King| On: August 30, 2017 |Category: Articles

Some of you may remember the announcement of our newly formed Summit Foundation back in December of last year. Yesterday our foundation, moved by the stories unfolding in Houston... Read More

Summit Advisor Among Graduates of Leadership San Ramon Valley Class of 2017

By: Angela King| On: June 2, 2017 |Category: Articles Community

Congratulations to Jeneen Slack, who joined the ranks of Summit advisors to successfully complete the fantastic program offered through Leadership San Ramon Valley. Among those in attendance at the... Read More