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:
8TH ANNUAL CHARITY GOLF TOURNAMENT
Summit Financial Group is excited to announce an earlier date and a new venue for our 8th Annual Charity Golf Tournament! This year’s tournament will be held on Monday September 27, 2010 at Diablo Country Club!
This year’s tournament proceeds will benefit Hoofprints on the Heart Adaptive Riding Center (www.hotharc.org) in Livermore. Hoofprints on the Heart Adaptive Riding Center (HOTHARC) is a non-profit founded by three women with various life experiences, and all having a common dream of pairing horses with the disabled population. Through that special partnership with horses, and by focusing on abilities rather than limitations, HOTHARC offers challenging individualized programs which encourage physical, academic, social and emotional growth to individuals with special needs.
For more information, CLICK HERE