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Our Story

Summit Wealth & Retirement Partners is a financial planning firm in Downtown Danville, CA. Partnering with Charles Schwab, we've provided financial advice to The San Francisco East Bay for over 30 years and we'll be here in 30 more when your children and grandchildren have their own questions.

We help our clients by creating & executing custom wealth management plans that cover their entire financial ecosystem: retirement planning, investment strategy & management, integrated tax planning, estate planning & other multi-generational wealth transfers, as well as optimizing their charitable giving for both them and their cause(s).

Our Specific Expertise