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.

Upcoming Events:

Retirement Planning Today®: An Educational Course for Adults
Several times a year, Summit Financial Group LLC partners with local Adult Education Departments to offer Retirement Planning Today®, an educational course for adults. Retirement Planning Today® contains something for everyone.Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime. For more information and upcoming dates, please visit our EVENTS CALENDAR section.

9th Annual Summit Financial Group Charity Golf Tournament
Thank you to all that joined us at Castlewood Country Club on Monday, October 3rd for our 9th Annual Charity Golf Tournament. Because of your support, and the support of our sponsors and donors, we were able to raise over $26,000 for the Veteran's Memorial Building of the San Ramon Valley! Thank you for another great event!!
Hear Steve Wilcox on the radio!
CLICK HERE to hear Summit Financial Group's very own Steve Wilcox during a recent apearance on KSFO!