Phone: (925) 927-1900

Email: Info@swrpteam.com

 

Summit Wealth & Retirement Partners

Welcome to Summit Wealth & Retirement Partners

For over 30 years Summit Wealth & Retirement Partners (formerly RG Financial Partners) has provided comprehensive wealth management services to successful families and women in transition.

As a fee-based financial planning firm, we act as a fiduciary, always putting our client's interest before our own.

Our wealth management team has a rich history of helping a select group of families and women in transition who are seeking the guidance of a local Trusted Advisor. Some of the life & financial transitions we have in-depth experience with include:

i. Loss of a spouse or loved one
ii. Divorce
iii. Job/Career Change
iv. Sale of a business
v. Retirement

We strive to be our client’s financial partner – the first call that they make before a big financial decision is made. Whether the topic is buying a 2nd home, making changes to their estate plan, or reviewing their tax returns before they get filed, we are here to help and our clients take great comfort in having that resource.

Our Mission

The primary mission of Summit Wealth & Retirement Partners is to help successful people make better financial decisions and feel more secure about their money. We accomplish our mission by providing highly customized financial advice, and always putting our client’s best interest above all else. Our job is to help clients by designing, implementing, and monitoring their customized financial plans.

We are especially suited to help those with complex needs who believe in outsourcing their most pressing financial decisions to a local Trusted Advisor.

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Summit Wealth & Retirement Partners is the marketing name for Summit Wealth & Retirement Planning, Inc., a California corporation.
Investment advisory services offered through Summit Wealth and Retirement Partners, an SEC registered investment adviser. Custody, trading and support services provided to clients of Summit Wealth and Retirement Partners are offered by Charles Schwab & Co., Inc. (“Schwab”), Member FINRA/SIPC. Information contained herein is taken from sources believed to be reliable, but cannot be guaranteed as to its accuracy. It is for informational and planning purposes. Nothing herein shall be construed as an offer or solicitation to buy or sell any securities. Nor is it legal or accounting advice. Investing carries risks and expenses and involves the potential loss of investment. Past results are not indicative of future results. Summit Wealth and Retirement Partners disclosure document ADV-Part 2 is available upon request.
 

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