Summit Financial Advisors

Summit Financial Advisors An SEC Registered Investment Adviser, located in the San Francisco Bay Area, providing portfolio and wealth management services to private clients.

Life is about more than money. Yet money is an important resource that if managed correctly, can provide the foundation for the life that you envision. Our Private Client group is a resource designed to help you build a financial strategy, a road map that is in line with your values. Beginning with your unique values, our team of financial professionals wants to help you align what's important to

you about life, with what's important to you about money. We help people like you build on your successes and work towards your goals by using your values as an anchor. We use a confidential process that helps us discover your goals, and the values you use when making day-to-day and major decisions. We craft a written financial strategy designed around your unique values, to help you work towards your goals. What would your life be like if you had a financial strategy that was based on what was truly important to you, where your investments, insurance and real estate were working in concert to help work towards your goals?

03/23/2023

For most people, there is little to worry about right now. Those buying a home may want to take extra steps to protect their deposit.

03/22/2023

For those just beginning the leadership journey, a little insight can go a long way.

03/21/2023

Forget what you heard about there being no benefit once income reaches $75,000.

03/20/2023

Throwing a lifeline to the financial system in times of crisis can have unintended consequences. Among them: Making the world feel safer can lull people into complacency and excessive risk-taking.

03/19/2023

The FDIC said it will fully protect depositors after Silicon Valley Bank’s implosion. But wealth advisers say clients should strategize about where they park their cash.

03/18/2023

If you’re like most professionals, you’re clinging to things that are outdated, unnecessary, and no longer useful.

03/17/2023

Don’t take any bracket advice from this columnist, who never wins anything except an early tournament exit.

03/16/2023

There is little sign of more job losses, which may be bad news for economic vitality.

03/15/2023

Should you use a home care agency? What about safeguards to protect your loved one? What will it all cost? Experts have answers.

03/14/2023

The short-form video app is adding more controls to help young people become more aware of how much time they spend on the app.

03/13/2023

Economists have rarely been so divided about the future aside from during recession, and sensible investors shouldn’t have much confidence in their own forecasts, either.

03/12/2023

For retirees, there used to be this iron-clad rule that you had to begin withdrawals at age 72.

Address

109 Baldwin Avenue
San Mateo, CA
94401

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16503579412

Website

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