Summit Financial Group, LLC is a comprehensive financial planning and wealth management firm dedicated to providing insight and solutions that assist our clients in the pursuit of their financial independence.
We invite you to learn more about our practice through our website or an introductory meeting with our team. At Summit, we know you face a maze of financial choices and decisions. We look forward to helping you solve the puzzle and implement a wealth management plan tailored to your unique goals.
SECOND ANNUAL SUMMIT SYMPOSIUM - PHOTOS AND VIDEO!
Based on the feedback we have received, many of you were blown away by our Second Annual Summit Symposium held on Saturday May 17th at Wente Vineyards in Livermore. (If you were there, you will understand that reference!)
We thank those of you that spent the day with us, and for those who couldn’t make it, we hope to see you next year!
12th ANNUAL CHARITY GOLF TOURNAMENT
We will be back at Blackhawk Country Club on Monday September 22nd for the 12th Annual Summit Financial Group Golf Tournament.
This year, proceeds will benefit local organization Opportunity Junction. Opportunity Junction believes that everyone who is willing to work hard deserves an opportunity to succeed. Since opening its doors in the spring of 2000, Opportunity Junction has placed hundreds of program participants in jobs all over East and Central Contra Costa County.
Download the registration flyer HERE.
READERS CHOICE WINNER: BEST FINANCIAL PLANNER!
Thank you to the readers of the Danville Express for voting Summit Financial Group BEST FINANCIAL PLANNERS for a 6th straight year! View the full list of winners HERE
SUMMIT SYMPOSIUM VIDEO
We love this highlight video from the first ever Summit Symposium held at Wente Vineyards on June 1, 2013. What a great day it was!
Retirement Planning Today®: An Educational Course for Adults