Summit Retirement Planning logo - Danville, CA

We’re Financial Planners in Danville, CA

Folks like you trust us to guide them through life’s financial transitions.

Transitions like retirement, divorce, marriage, career changes, loss of a loved one and anything else in your financial ecosystem that keeps you up at night wondering.

Learn More Below
What We Do in a Nutshell:

We work with clients just like you:
Answering their pressing money questions and creating custom financial plans that give them peace of mind to live the lives they want to live.

Which means we specialize in things like:

Providing financial guidance through major life events

(marriage, divorce, loss of a loved one, career changes, inheritances & more)

Retirement Planning

Multi-Generational Wealth Transfers & Estate Planning

Tax Planning

Charitable Giving Guidance

Investment Management

So why work with Summit Wealth?

Choosing a financial advisor is all about finding a good fit for you.

Below are a few reasons our current clients felt we were a good fit:

We're local. Really local.

We're not Wall Street or Main Street.
We're Hartz Ave.

Well technically we're on Oak Ct, but the fact is, we've been providing financial guidance to Danville and the surrounding communities for over 30 years. Our clients find comfort in knowing we'll be here in 30 more when their children and grandchildren have the same questions they do.

Family Focused

We specialize in working with women and families.

We've worked with hundreds of Danville women and families in the midst of a financial change - Loss of a spouse or loved one, marriage & divorce, career changes and more. We understand the unique needs, opportunities and challenges that can represent.

No sales pitch. Ever.

We encourage you to interview us to see if we’re a good fit and give you insight into our expertise and how we might help you, but that’s it.  If you decide, for whatever reason, that we’re not a good fit, we’ll never bother you – No ongoing sales calls and no “but wait there’s more” emails.

Your Financial Roadmap

We speak plain English, not industry mumbo jumbo.

While we have 2 Certified Financial Planners (CFP), a chartered Financial Analyst (CFA) and an MBA on staff, you're not going to get a bunch of complicated industry jargon (unless that's your thing). What you will get is a custom blueprint for your specific financial situation, explained in a way that makes sense.

As a fee-based firm,

Our clients' best interests come first. Always.

Simply put, we act as a fiduciary - legally & ethically bound to serve your interests, even before our own. This gives our clients confidence that the advice we give is because it's legitimately in their best interest, not because a particular product or strategy offers our firm a better commission.

Schedule a time to interview us

Ask us your questions, tell us a little bit about your situation and let's find out if we're a good fit. There's absolutely no cost for this conversation, nor will you receive any sales pitch or pressure. Our goal is to simply get to know you and your situation and give you an opportunity to get to meet us and understand what we do.

White Logo for Summit Wealth and Retirement Partners in Danville, CA

55 Oak Ct – Suite 210 Danville, CA 94526