Summit Financial Advisors is an independent wealth management firm based in San Mateo, California, with over 25 years of experience in providing comprehensive financial planning services. They specialize in navigating the complexities of equity-based compensation and concentrated wealth, offering strategies to minimize taxes and mistakes, and assisting clients in transitioning into a work-optional lifestyle or retirement.
With a mission centered around the belief that life is about more than money, Summit Financial Advisors aims to help clients achieve their envisioned lives by providing independent advice, elevated service, and privacy with uncommon integrity. As an SEC-Registered investment adviser, they have a proven track record in managing significant wealth and maximizing the impact of charitable giving.
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