Next Gen Advisor Summit Financial Group, LLC – a wealth management firm located in San Ramon, CA – seeks a talented and motivated individual to join our team as... Read More

The IRS has announced the 2019 optional standard mileage rates for computing the deductible costs of operating a passenger automobile for business, charitable, medical, or moving expense purposes. Effective... Read More

  The Yield Curve The yield curve is all over the financial news this week, but many people don’t know what it is, or why we care about it.... Read More

By Nathan Bennett Happy Birthday, USA!  I’m an unapologetic fan of the 4th of July. I think America is the best country on earth (despite our efforts to mess... Read More

It’s official! Plans are being made for our 16th Annual Charity Golf Tournament. The first order of business was choosing our charity.  We began our search knowing that whichever... Read More

Vanessa Savage, CFP, Director, at Summit Financial Group, has been named one of three “Women Who are Winning*” by The Torch magazine, a Securian publication. The December article profiled... Read More

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

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

  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

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