◈ Homepage — https://www.summitwealthandretirement.com/Skip to Content Who We Are What We Do Who We Work With More Disclosures Contact Us You’ve reached a level of financial success. Now, it’s time to enjoy it. Financial Planner Danville, CA Financial Planner Eagle, ID We help successful families and individuals make better financial decisions and feel more secure about their money. We do this by fully integrating your tax life and investment management. With offices in San Ramon, CA and Eagle, ID, our clients value having local expertise that they can meet with face-to-face as often as they like while knowing that we have the deep resources of Charles Schwab supporting us every step of the way. I’m Interested! Fill out the form below to receive a no-obligation financial planning proposal. Get My Proposal I’m Just Broswing I want to learn more, but I’m not ready to talk to anyone yet. Join the Waitlist Office Information: Eagle, ID 435 E Shore Dr, Suite 220 Eagle, ID 83616 [email protected] Office Information: San Ramon, CA 2000 Crow Canyon Pl, Suite 410   San Ramon, CA 94583 (925) 927-1900 (208) 514-0880 © Copyright 2025 Summit Wealth & Retirement Partners Verify the background of our fiduciary financial planners. Over $1 Billion of client assets custodied at Charles Schwab. Five star service backed up by 50+ five star reviews across our ID & CA locations. ◈ Interior Pages — 26 pages crawledRetirement Planner Eagle — Summit Wealth & Retirement Partners 0 Skip to Content Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Folder: Who We Are Back Home Our Services Meet the Team Our Story Community Involvement Folder: What We Do Back Wealth Management Financial Planning Portfolio Management Tax Planning Folder: Who We Work With Back Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet Folder: More Back Retirement Readiness Quiz Blog FAQs Pricing Folder: Disclosures Back Form-ADV Form-CRS Privacy Policy Contact Us Our Services Retirement Planning Danville, CA Retirement Planning Eagle, ID Everyone needs someone they can talk to about money, and our job is to be that someone. Wealth Management = Wealth Management Services Investment Management + Wealth Protection Financial Planning + + Tax Planning Retirement planning is what most people think we do, but everything in your life with a dollar sign on it is our priority. Click any of the below to learn more about what we do. Portfolio Management Tax Services Wealth Transfer + Charitable Planning With offices in California and Idaho, our expertise crosses state lines. However, living in CA or ID is not required to join our firm as we currently serve clients across 25 states. Office Locations San Ramon, CA Eagle, ID I’m Interested! Fill out the form below to receive a no-obligation financial planning proposal. Get My Proposal Get My Proposal I’m Just Broswing I want to learn more, but I’m not ready to talk to anyone yet. Join the Waitlist Join the Waitlist Office Information: Eagle, ID 435 E Shore Dr, Suite 220 Eagle, ID 83616 [email protected] Office Information: San Ramon, CA 2000 Crow Canyon Pl, Suite 410   San Ramon, CA 94583 (925) 927-1900 (208) 514-0880 © Copyright 2025 Summit Wealth & Retirement Partners Verify the background of our fiduciary financial planners. Over $1 Billion of client assets custodied at Charles Schwab. Five star service backed up by 50+ five star reviews across our ID & CA locations. hrefs '#' --> Tax Planning Eagle Idaho — Summit Wealth & Retirement Partners 0 Skip to Content Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Folder: Who We Are Back Home Our Services Meet the Team Our Story Community Involvement Folder: What We Do Back Wealth Management Financial Planning Portfolio Management Tax Planning Folder: Who We Work With Back Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet Folder: More Back Retirement Readiness Quiz Blog FAQs Pricing Folder: Disclosures Back Form-ADV Form-CRS Privacy Policy Contact Us Tax Planning Tax Planning San Ramon Tax Planning Eagle Idaho You make countless decisions each day, many of which have important tax implications. By partnering with you, we can help make those decisions in a more strategic way. What tax services do we provide? Fully integrated tax planning and investment management Many firms offer tax planning, and many offer investment management. Only a handful fully integrates them as we do. We build your investment portfolio with our tax strategist who will help you implement tax reduction strategies. Because tax planning/strategy is included in your advisory fee, we analyze how techniques such as deferral, deductions, gifting, and shifting of income can impact your tax returns on an annual basis. Tax Advantaged Investments Blog Year-Round Tax Servicing In partnership with our sister tax firm Summit Tax Planning, we provide full scale tax servicing year-round, not just during “tax season.” This includes tax consulting, mock tax projections, tax strategy, and more. In addition, we can prepare your tax returns at a discounted rate. This includes your personal income tax return, and the return(s) for any business/trust you may have. Summit Tax Planning I’m Interested! Fill out the form below to receive a no-obligation financial planning proposal. Get My Proposal Get My Proposal I’m Just Broswing I want to learn more, but I’m not ready to talk to anyone yet. Join the Waitlist Join the Waitlist Tax planning is more than just filing your 1040 each year. To learn more, request a proposal or join the waitlist above and we can discuss based on where you live: tax planning San Ramon or tax planning Eagle, Idaho Office Information: Eagle, ID 435 E Shore Dr, Suite 220 Eagle, ID 83616 [email protected] Office Information: San Ramon, CA 2000 Crow Canyon Pl, Suite 410   San Ramon, CA 94583 (925) 927-1900 (208) 514-0880 © Copyright 2025 Summit Wealth & Retirement Partners Verify the background of our fiduciary financial planners. Over $1 Billion of client assets custodied at Charles Schwab. Five star service backed up by 50+ five star reviews across our ID & CA locations. hrefs '#' --> Blog — Summit Wealth & Retirement Partners 0 Skip to Content Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Folder: Who We Are Back Home Our Services Meet the Team Our Story Community Involvement Folder: What We Do Back Wealth Management Financial Planning Portfolio Management Tax Planning Folder: Who We Work With Back Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet Folder: More Back Retirement Readiness Quiz Blog FAQs Pricing Folder: Disclosures Back Form-ADV Form-CRS Privacy Policy Contact Us Ryan McCloskey, CFP® 5/14/26 Ryan McCloskey, CFP® 5/14/26 Mini Case Study: Diminished Capacity When your parent starts to experience diminished capacity, it can be overwhelming. Apart from the emotional toll, there's the financial aspect to make sure they have enough to fund any long-term care needs. Recently, a retiree's daughter came to us for help with exactly this. Read More Wealth & Complexity Rob Cucchiaro, CFP® 5/13/26 Wealth & Complexity Rob Cucchiaro, CFP® 5/13/26 What if a bypass trust is never funded? And 4 Other Things You Should Know About Your New Bypass Trust Here’s a real life scenario we deal with all the time. Your dad passed away a few weeks ago. You went with your mom to the attorney’s office. He informed her that their Revocable Living Trust requires that the assets now be split into 2 trusts: one Survivor’s Trust, and one Bypass Trust. Her head is spinning. She has some very important decisions to make. We deal with this stuff every day. Read More Dustin Burkhart, CFP®, EA 5/12/26 Dustin Burkhart, CFP®, EA 5/12/26 Mini Case Study: Exercising Equity Compensation Planning for equity compensation (RSUs/NQSOs/ISOs) at publicly traded companies is always complex, and planning for the same type of equity compensation at private companies adds an additional layer of complexity. This is why our client approached us looking for a plan. Read More Nick Lemus, CFA, CFP® 5/11/26 Nick Lemus, CFA, CFP® 5/11/26 Mini Case Study: 351 Exchanges If you have an overly complex investment portfolio and want to simplify and diversify it without triggering a giant tax bill, you should consider a 351 Exchange. Read More Ryan McCloskey, CFP® 5/8/26 Ryan McCloskey, CFP® 5/8/26 How much tax do you pay when you sell your home? Selling a home is one of the biggest financial transactions most people ever make. And as there is with any large gain, there will likely be a sizable tax bill with it. That’s why before you sell, it’s important to see how you can mitigate that future bill through proactive planning. Read More Rob Cucchiaro, CFP® 5/7/26 Rob Cucchiaro, CFP® 5/7/26 Mini Case Study: Spousal Lifetime Access Trust Estate taxes are always a problem for the high net worth, but there are strategies you can use to reduce them. One involves establishing a Spousal Lifetime Access Trust (SLAT). Recently, we helped one of our high-net-worth clients in Eagle, Idaho create a SLAT to move $5M outside of his taxable estate (without depriving his wife of access to it). Read More Rob Cucchiaro, CFP® 4/24/26 Rob Cucchiaro, CFP® 4/24/26 What is a Home Equity Line of Credit? If you’re a homeowner, you could be sitting on a financial tool called a Home Equity Line of Credit (HELOC). A HELOC lets you take advantage of the equity you've built in your home to fund major expenses. Read More Ryan McCloskey, CFP® 4/17/26 Ryan McCloskey, CFP® 4/17/26 Mini Case Study: Charitable Bequest This week, we helped one of our retired clients in San Ramon, CA adjust her estate plan so that her charitable wishes don’t impact how much money she leaves for her spouse and children.   Read More Rob Cucchiaro, CFP® 4/10/26 Rob Cucchiaro, CFP® 4/10/26 How does the One Big Beautiful Bill Affect Me? 3 Tax Changes High-Income Families Need to Know The "One Big Beautiful Bill" (OBBB) made significant changes to the tax code. For example, things like bike commuting benefits all the way through the tax brackets/tax rates were impacted. In this article, we discuss changes to itemized deductions that will affect the financial plans of high-income families. Read More Dustin Burkhart, CFP®, EA 4/3/26 Dustin Burkhart, CFP®, EA 4/3/26 Mini Case Study: CA SDI Tax This week, we helped one of our business owner clients in Danville, CA optimize his salary to better manage his payroll taxes and his CA SDI taxes. Read More Rob Cucchiaro, CFP® 4/1/26 Rob Cucchiaro, CFP® 4/1/26 Mini Case Study: Dynasty Trusts This week, we helped one of our  multi-generational financial planning clients  in the Bay Area fund a  Dynasty Trust  that his grandfather established. Read More Rob Cucchiaro, CFP® 3/27/26 Rob Cucchiaro, CFP® 3/27/26 How to invest inheritance or unexpected windfall? Receiving a windfall or inheritance can be life changing. Whether it's $1M from the sale of a family property, $2M from a life insurance payout, or $10M from a parent's estate, coming into sudden wealth creates opportunities and challenges. That’s why handling the money strategically (especially in a tax-conscious way) is important.  Read More Rob Cucchiaro, CFP® 3/13/26 Rob Cucchiaro, CFP® 3/13/26 How much money can I loan a family member? Intra-family loans are lending arrangements between family members. Unlike an “I owe you,” these are actual loans with terms like principal amounts, interest rates and repayment schedules. If used correctly, intra-family loans can help high net worth families with their multi-generational financial plans. Read More Rob Cucchiaro, CFP® 2/27/26 Rob Cucchiaro, CFP® 2/27/26 Is it Better to Buy or Lease a Car? Getting a new car is exciting but before the joy can kick in, you need to make several decisions. Arguably most important is deciding whether to buy or lease. This impacts your budget and tax situation, especially if you’re planning on using the car for business purposes. Read More Rob Cucchiaro, CFP® 2/13/26 Rob Cucchiaro, CFP® 2/13/26 Are Trump Accounts Really Free Money for my Kids? Starting this year, a groundbreaking savings opportunity is available for children in America: Trump Accounts. This new type of tax-advantaged savings vehicle is designed specifically for U.S. citizens under age 18. If you're a parent or grandparent looking to build wealth for your next generation, you should understand how Trump Accounts work (and what opportunities they present) to help your family's long-term financial planning. Read More Rob Cucchiaro, CFP® 1/23/26 Rob Cucchiaro, CFP® 1/23/26 Is Asset Protection Planning necessary if I'm a High Net Worth Individual? Building wealth takes years of disciplined decision-making, investing, and sacrifice. However, accumulating assets is only half the equation. Without protection in place, your wealth is vulnerable to things like lawsuits, divorces, and excessive taxation. That’s why the high-net-worth consider asset protection planning an essential part of their financial planning. Read More Dustin Burkhart, CFP®, EA 1/16/26 Dustin Burkhart, CFP®, EA 1/16/26 Solo Business Owners: The Hidden Power of the Mega Backdoor Roth If you’re self-employed and earning a solid income, you’ve probably hit the limits of how much you can stash away Pricing — Summit Wealth & Retirement Partners 0 Skip to Content Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Folder: Who We Are Back Home Our Services Meet the Team Our Story Community Involvement Folder: What We Do Back Wealth Management Financial Planning Portfolio Management Tax Planning Folder: Who We Work With Back Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet Folder: More Back Retirement Readiness Quiz Blog FAQs Pricing Folder: Disclosures Back Form-ADV Form-CRS Privacy Policy Contact Us Pricing Summit Wealth & Retirement Partners works with a smaller number of successful individuals and families. For our clients, we handle everything in their lives that has a dollar sign attached to it. Because we believe that portfolio management is an integral part of the overall financial plan, we don’t manage portfolios for clients unless we do their planning, and we don’t do planning unless we are also managing the portfolio. Our fee structure has two components: ✔️ An initial financial planning fee that can range from $2,500 to $100,000 depending on complexity. ✔️ An on-going asset management fee that starts at 1% annually and may decline once asset values reach a certain level. Contact Us I’m Interested! Fill out the form below to receive a no-obligation financial planning proposal. Get My Proposal Get My Proposal I’m Just Broswing I want to learn more, but I’m not ready to talk to anyone yet. Join the Waitlist Join the Waitlist Office Information: Eagle, ID 435 E Shore Dr, Suite 220 Eagle, ID 83616 [email protected] Office Information: San Ramon, CA 2000 Crow Canyon Pl, Suite 410   San Ramon, CA 94583 (925) 927-1900 (208) 514-0880 © Copyright 2025 Summit Wealth & Retirement Partners Verify the background of our fiduciary financial planners. Over $1 Billion of client assets custodied at Charles Schwab. Five star service backed up by 50+ five star reviews across our ID & CA locations. hrefs '#' --> Retirement Planning — Summit Wealth & Retirement Partners 0 Skip to Content Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Folder: Who We Are Back Home Our Services Meet the Team Our Story Community Involvement Folder: What We Do Back Wealth Management Financial Planning Portfolio Management Tax Planning Folder: Who We Work With Back Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet Folder: More Back Retirement Readiness Quiz Blog FAQs Pricing Folder: Disclosures Back Form-ADV Form-CRS Privacy Policy Contact Us Our Story Summit Wealth & Retirement Partners, with its roots going back to RG Financial, has helped clients manage their wealth , prepare for the future , and make better financial decisions for almost 40 years. What started as retirement planning Danville, CA residents used has turned into comprehensive wealth management services for clients across multiple states. Manage Your Wealth We specialize in creating personalized financial solutions for our clients. You can expect us to fully handle your investment management and tax planning. Our full service staff has team members in 3 areas: financial advisory, financial analysis, and client support, ensuring a well-rounded group of people who work together to help you manage your hard-earned wealth. Prepare for the Future We help you prepare for the future by providing service for every area of your life that has a dollar sign attached to it. Through in-depth consultations and ongoing analysis, we craft holistic financial plans that align with your unique goals, whether it's retirement planning, education funding, wealth transfer, or something else. Make Better Financial Decisions Our goal is to make sure you are equipped with the knowledge and resources to navigate the economy, no matter its condition. We will equip you with the strategies needed to optimize your financial well-being and achieve your short and long-term goals, and make sure you understand the "why" behind the processes we put in place.       We choose to work with a smaller number of wealthy families, and we handle everything for them. You can trust us to manage your entire financial life: from investment management to tax planning, and everything in between. This is possible thanks to our advisory team, in-house tax strategist, and partnership with our sister tax firm. Our firm works with successful people like you, who want their tax life and their investment management fully integrated. How We Operate Our mission is to help successful people make better financial decisions and feel more secure about their money. We help clients do that by designing, implementing, and monitoring their customized financial plans. Our Services Our Firm In partnership with our sister firm Summit Tax Planning, we can oversee every aspect of your financial life. Summit Tax Planning Summit's Co-Founder: Rob Cucchiaro Early in Rob’s career, a mentor told him wealth management is one of the few industries to offer its practitioners inspiration and independence. Rob is inspired each day to help clients who have trusted him with their financial lives. And as a dedicated family man, he appreciates the flexibility to meet clients from anywhere so he can always be near loved ones. Rob Cucchiaro, CFP I’m Interested! Fill out the form below to receive a no-obligation financial planning proposal. Get My Proposal Get My Proposal I’m Just Broswing I want to learn more, but I’m not ready to talk to anyone yet. Join the Waitlist Join the Waitlist Office Information: Eagle, ID 435 E Shore Dr, Suite 220 Eagle, ID 83616 [email protected] Office Information: San Ramon, CA 2000 Crow Canyon Pl, Suite 410   San Ramon, CA 94583 (925) 927-1900 (208) 514-0880 © Copyright 2025 Summit Wealth & Retirement Partners Verify the background of our fiduciary financial planners. Over $1 Billion of client assets custodied at Charles Schwab. Five star service backed up by 50+ five star reviews across our ID & CA locations. hrefs '#' --> Summit Wealth & Retirement Partners 0 Skip to Content Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Folder: Who We Are Back Home Our Services Meet the Team Our Story Community Involvement Folder: What We Do Back Wealth Management Financial Planning Portfolio Management Tax Planning Folder: Who We Work With Back Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet Folder: More Back Retirement Readiness Quiz Blog FAQs Pricing Folder: Disclosures Back Form-ADV Form-CRS Privacy Policy Contact Us You’ve reached a level of financial success. Now, it’s time to enjoy it. Financial Planner Danville, CA Financial Planner Eagle, ID We help successful families and individuals make better financial decisions and feel more secure about their money. We do this by fully integrating your tax life and investment management. With offices in San Ramon, CA and Eagle, ID, our clients value having local expertise that they can meet with face-to-face as often as they like while knowing that we have the deep resources of Charles Schwab supporting us every step of the way. I’m Interested! Fill out the form below to receive a no-obligation financial planning proposal. Get My Proposal Get My Proposal I’m Just Broswing I want to learn more, but I’m not ready to talk to anyone yet. Join the Waitlist Join the Waitlist Office Information: Eagle, ID 435 E Shore Dr, Suite 220 Eagle, ID 83616 [email protected] Office Information: San Ramon, CA 2000 Crow Canyon Pl, Suite 410   San Ramon, CA 94583 (925) 927-1900 (208) 514-0880 © Copyright 2025 Summit Wealth & Retirement Partners Verify the background of our fiduciary financial planners. Over $1 Billion of client assets custodied at Charles Schwab. Five star service backed up by 50+ five star reviews across our ID & CA locations. hrefs '#' --> High Net Worth Financial Advisor — Summit Wealth & Retirement Partners 0 Skip to Content Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Folder: Who We Are Back Home Our Services Meet the Team Our Story Community Involvement Folder: What We Do Back Wealth Management Financial Planning Portfolio Management Tax Planning Folder: Who We Work With Back Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet Folder: More Back Retirement Readiness Quiz Blog FAQs Pricing Folder: Disclosures Back Form-ADV Form-CRS Privacy Policy Contact Us Our clients typically fall into one of the four categories below. We work with successful people who want their tax life and wealth management fully integrated. Suddenly Single For those seeking assistance after a separation, a lost loved one, or other event leaving you to handle your finances alone. Suddenly Single Ready to Retire For those who have built up wealth and are ready to retire, or who need help managing their portfolio to meet their goals sooner. Ready to Retire Multi-Generational Planning For those with families that continue to grow, who hope to share their hard-earned wealth with those future generations. Multi-Generational Planning High Income, Not Rich Yet For those with stable incomes who find it difficult to turn that a high net worth status. That’s where a high net worth financial advisor can help. High Income, Not Rich Yet I’m Interested! Fill out the form below to receive a no-obligation financial planning proposal. Get My Proposal Get My Proposal I’m Just Broswing I want to learn more, but I’m not ready to talk to anyone yet. Join the Waitlist Join the Waitlist Office Information: Eagle, ID 435 E Shore Dr, Suite 220 Eagle, ID 83616 [email protected] Office Information: San Ramon, CA 2000 Crow Canyon Pl, Suite 410   San Ramon, CA 94583 (925) 927-1900 (208) 514-0880 © Copyright 2025 Summit Wealth & Retirement Partners Verify the background of our fiduciary financial planners. Over $1 Billion of client assets custodied at Charles Schwab. Five star service backed up by 50+ five star reviews across our ID & CA locations. hrefs '#' --> CFP® Near Me — Summit Wealth & Retirement Partners 0 Skip to Content Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Folder: Who We Are Back Home Our Services Meet the Team Our Story Community Involvement Folder: What We Do Back Wealth Management Financial Planning Portfolio Management Tax Planning Folder: Who We Work With Back Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet Folder: More Back Retirement Readiness Quiz Blog FAQs Pricing Folder: Disclosures Back Form-ADV Form-CRS Privacy Policy Contact Us Seeking a local CERTIFIED FINANCIAL PLANNING® Professional? Meet our team below. Rob Cucchiaro, CFP® President Read Bio Hal Porter, MBA Of Counsel Read Bio Scott Terry, CFP® Financial Planner Read Bio Ryan McCloskey, CFP®, CTS Financial Planner & CCO Read Bio Jennifer Butler, CFP® Director of Financial Planning Read Bio Madison Mueller, EA, MAcc Head of Tax Strategy Read Bio Debbie Pham, EA Tax Director Read Bio Dustin Burkhart, EA, CFP® Financial Planner Read Bio Nick Lemus, CFA, CFP® Financial Planner Read Bio Geoffrey Griffin Relationship Manager Read Bio Kevin Burt, WMS™ Client Service Associate Read Bio Maryline Cucchiaro Office Manager Read Bio Lauren O'Grady, FPQP®, WMS™ Executive Project Coordinator Read Bio Jonathan Parsons Staff Tax Accountant Read Bio I’m Interested! Fill out the form below to receive a no-obligation financial planning proposal. Get My Proposal Get My Proposal I’m Just Broswing I want to learn more, but I’m not ready to talk to anyone yet. Join the Waitlist Join the Waitlist CERTIFIED FINANCIAL PLANNING® Professional Near Danville, CA 〰️ CERTIFIED FINANCIAL PLANNING® Professional Near Eagle, ID 〰️ CERTIFIED FINANCIAL PLANNING® Professional Near Danville, CA 〰️ CERTIFIED FINANCIAL PLANNING® Professional Near Eagle, ID 〰️ CERTIFIED FINANCIAL PLANNING® Professional Near Danville, CA 〰️ CERTIFIED FINANCIAL PLANNING® Professional Near Eagle, ID 〰️ Office Information: Eagle, ID 435 E Shore Dr, Suite 220 Eagle, ID 83616 [email protected] Office Information: San Ramon, CA 2000 Crow Canyon Pl, Suite 410   San Ramon, CA 94583 (925) 927-1900 (208) 514-0880 © Copyright 2025 Summit Wealth & Retirement Partners Verify the background of our fiduciary financial planners. Over $1 Billion of client assets custodied at Charles Schwab. Five star service backed up by 50+ five star reviews across our ID & CA locations. hrefs '#' --> Contact Us — Summit Wealth & Retirement Partners 0 Skip to Content Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Folder: Who We Are Back Home Our Services Meet the Team Our Story Community Involvement Folder: What We Do Back Wealth Management Financial Planning Portfolio Management Tax Planning Folder: Who We Work With Back Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet Folder: More Back Retirement Readiness Quiz Blog FAQs Pricing Folder: Disclosures Back Form-ADV Form-CRS Privacy Policy Contact Us Contact Us Summit Wealth & Retirement Partners With offices in San Ramon, CA & Eagle, ID 2000 Crow Canyon Pl, Suite 410 San Ramon, CA 94583 or 435 E Shore Dr, Suite 220 Eagle, ID 83616 Office Information: Eagle, ID 435 E Shore Dr, Suite 220 Eagle, ID 83616 [email protected] Office Information: San Ramon, CA 2000 Crow Canyon Pl, Suite 410   San Ramon, CA 94583 (925) 927-1900 (208) 514-0880 © Copyright 2025 Summit Wealth & Retirement Partners Verify the background of our fiduciary financial planners. Over $1 Billion of client assets custodied at Charles Schwab. Five star service backed up by 50+ five star reviews across our ID & CA locations. hrefs '#' --> Generational Planning — Summit Wealth & Retirement Partners 0 Skip to Content Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Folder: Who We Are Back Home Our Services Meet the Team Our Story Community Involvement Folder: What We Do Back Wealth Management Financial Planning Portfolio Management Tax Planning Folder: Who We Work With Back Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet Folder: More Back Retirement Readiness Quiz Blog FAQs Pricing Folder: Disclosures Back Form-ADV Form-CRS Privacy Policy Contact Us We spend time preparing our money for our children and grandchildren. But, we don’t spend enough time preparing them for it. One of the reasons high-net worth families hire us is because we’ve spent the last 30 years helping families proactively avoid this problem. We do this through family meetings, family retreats, and financial literacy training. We don’t just work directly with our clients. We work directly with their children and grandchildren from the very beginning. Read a Case Study Summit Wealth & Retirement Partners is owned and operated by a number of family-oriented individuals. Let us help you with your multi-generational planning in the same way we do for our own families. From tax preparation to investment management, and everything in between, we can help you learn how to preserve generational wealth. Case Study: Michael & Pam Michael and Pam have been married for 50 years, and are very proud of the legacy they will someday leave behind. At the same time, they want to ensure that their plans are set appropriately so that their children and grandchildren will be able to enjoy the same lifestyle that they have. We helped them implement several strategies to maximize their family’s legacy for the next generations, answering their question of how to preserve generational wealth. Read the Full Story I’m Interested! Fill out the form below to receive a no-obligation financial planning proposal. Get My Proposal Get My Proposal I’m Just Broswing I want to learn more, but I’m not ready to talk to anyone yet. Join the Waitlist Join the Waitlist Office Information: Eagle, ID 435 E Shore Dr, Suite 220 Eagle, ID 83616 [email protected] Office Information: San Ramon, CA 2000 Crow Canyon Pl, Suite 410   San Ramon, CA 94583 (925) 927-1900 (208) 514-0880 © Copyright 2025 Summit Wealth & Retirement Partners Verify the background of our fiduciary financial planners. Over $1 Billion of client assets custodied at Charles Schwab. Five star service backed up by 50+ five star reviews across our ID & CA locations. hrefs '#' --> High Net Worth Financial Advisor — Summit Wealth & Retirement Partners 0 Skip to Content Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Folder: Who We Are Back Home Our Services Meet the Team Our Story Community Involvement Folder: What We Do Back Wealth Management Financial Planning Portfolio Management Tax Planning Folder: Who We Work With Back Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet Folder: More Back Retirement Readiness Quiz Blog FAQs Pricing Folder: Disclosures Back Form-ADV Form-CRS Privacy Policy Contact Us Our clients typically fall into one of the four categories below. We work with successful people who want their tax life and wealth management fully integrated. Suddenly Single For those seeking assistance after a separation, a lost loved one, or other event leaving you to handle your finances alone. Suddenly Single Ready to Retire For those who have built up wealth and are ready to retire, or who need help managing their portfolio to meet their goals sooner. Ready to Retire Multi-Generational Planning For those with families that continue to grow, who hope to share their hard-earned wealth with those future generations. Multi-Generational Planning High Income, Not Rich Yet For those with stable incomes who find it difficult to turn that a high net worth status. That’s where a high net worth financial advisor can help. High Income, Not Rich Yet I’m Interested! Fill out the form below to receive a no-obligation financial planning proposal. Get My Proposal Get My Proposal I’m Just Broswing I want to learn more, but I’m not ready to talk to anyone yet. Join the Waitlist Join the Waitlist Office Information: Eagle, ID 435 E Shore Dr, Suite 220 Eagle, ID 83616 [email protected] Office Information: San Ramon, CA 2000 Crow Canyon Pl, Suite 410   San Ramon, CA 94583 (925) 927-1900 (208) 514-0880 © Copyright 2025 Summit Wealth & Retirement Partners Verify the background of our fiduciary financial planners. Over $1 Billion of client assets custodied at Charles Schwab. Five star service backed up by 50+ five star reviews across our ID & CA locations. hrefs '#' --> FAQs — Summit Wealth & Retirement Partners 0 Skip to Content Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Folder: Who We Are Back Home Our Services Meet the Team Our Story Community Involvement Folder: What We Do Back Wealth Management Financial Planning Portfolio Management Tax Planning Folder: Who We Work With Back Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet Folder: More Back Retirement Readiness Quiz Blog FAQs Pricing Folder: Disclosures Back Form-ADV Form-CRS Privacy Policy Contact Us A Brief Q&A with Summit Wealth & Retirement Co-Founder Rob Cucchiaro FREQUENTLY ASKED QUESTIONS What Makes Us Different? Q. What makes Summit Wealth different? A. There are a few things that make us different: 1) We fully integrate our client’s tax planning, tax returns and investment management into one comprehensive plan. We are able to do this because we work with a small number of successful clients. Our staff to client ratio is extremely high, which means we can go extremely deep with our clients and spend lots of time with them each year. 2) Our planning is extremely comprehensive . We help our clients with everything in their life that has a dollar sign attached to it. 3) We are completely independent . Many of the firms we compete with are owned by a bank, a brokerage firm or a private equity firm. That means the Advisor has a fiduciary duty not to the client, but to the firm that owns them. We are completely independent. Summit is owned by its Principles and that’s not going to change. What is Wealth Management? Q. What is wealth management? A. The key words to remember here are “fully integrated”. For a lot of Advisors, wealth management is limited strictly to one’s investment portfolio with some lip service paid to financial planning or tax planning. Real wealth management is: Investment Management + Retirement Planning + Tax Planning + Estate Planning + Charitable Planning …all fully integrated for your benefit and peace of mind. What are some ways that we can help you? Q. How does a financial planner help with things like estate planning or tax planning? A. Often, a client will have an estate planning binder that they haven’t looked at in awhile. To make things easier, we diagram a client’s entire estate plan into a single document, which allows for easy access. With regards to tax planning, this is an area where we really shine. When a new client comes on board we dedicate time to review their tax returns with them, so that we both fully understand where all of the numbers are coming from. This allows us to project what their future tax returns will look like (what we call a mock tax return), in which we can show them the impact of certain strategies. When we are preparing a client’s tax projections in the fall , preparing their returns in the spring , and managing the tax efficiency of their portfolios, we are making their tax life and their financial life as simple as possible for them. How long has Summit been around? Q. How long has Summit been around? A. Summit Wealth & Retirement Partners has roots going back to 1986. In 1986, Paul Remack and Ed Gardner formed RG Financial. Ed and Paul eventually went their separate ways. Then, Hal Porter and I teamed up with Paul and rebranded the firm as Summit Wealth & Retirement. In 2015 we formed a new corporation and bought Paul out as a partner. Though the name and the players have changed, the philosophy has remained the same. Successful families hire us to help them manage their wealth, prepare for the future, and make better financial decisions. What is Our Investment Philosophy? How Do We Manage Client Money? Q. What is your investment philosophy and how do you manage client money? A. Clients hire us to manage their permanent, irreplaceable capital. We start by asking new clients: “How long did it take to accumulate your wealth?” The answer is usually: “A few decades.” After that, we then ask: “How much of your wealth do you want to speculate with?” As you can imagine, when a family has spent 3+ decades accumulating wealth, they do not want to be speculative with their money. Rather, they want to protect it and grow it, in that order. We build specialized, tax efficient portfolios for each of our clients, which are designed to do just that. What is our Fee Structure? Q. What is our fee structure? A. One time onboarding flat fee + asset management fee. When we first sit down with the client, we get a sense of their net worth and the complexity that they're dealing with. We charge a flat fee to onboard them. And then we charge an asset management fee that starts at 1 percent and discounts as their portfolio grows. I’m Interested! Fill out the form below to receive a no-obligation financial planning proposal. Get My Proposal Get My Proposal I’m Just Broswing I want to learn more, but I’m not ready to talk to anyone yet. Join the Waitlist Join the Waitlist Office Information: Eagle, ID 435 E Shore Dr, Suite 220 Eagle, ID 83616 [email protected] Office Information: San Ramon, CA 2000 Crow Canyon Pl, Suite 410   San Ramon, CA 94583 (925) 927-1900 (208) 514-0880 © Copyright 2025 Summit Wealth & Retirement Partners Verify the background of our fiduciary financial planners. Over $1 Billion of client assets custodied at Charles Schwab. Five star service backed up by 50+ five star reviews across our ID & CA locations. hrefs '#' --> Danville Wealth Management — Summit Wealth & Retirement Partners 0 Skip to Content Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Folder: Who We Are Back Home Our Services Meet the Team Our Story Community Involvement Folder: What We Do Back Wealth Management Financial Planning Portfolio Management Tax Planning Folder: Who We Work With Back Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet Folder: More Back Retirement Readiness Quiz Blog FAQs Pricing Folder: Disclosures Back Form-ADV Form-CRS Privacy Policy Contact Us Danville, CA Wealth Management Eagle, ID Wealth Management We help our clients with everything from tax planning, to investment management, to estate planning, to retirement planning, to college funding, and more. What does the wealth management process include? Estate Planning If you already have an estate plan in place, we will diagram it so that you can see it in a visual format (and update it where needed). If you don’t have a plan in place, we will help you establish one with an estate planning attorney. Revocable vs. Irrevocable Trust Blog Retirement Planning Retirement is a primary financial goal most people have. We help plan for your retirement by protecting your hard-earned assets, establishing business succession planning, practicing strategic investment management, and more. Roth Conversions Blog Charitable Planning After determining that you and your loved ones are taken care of, you may want to give back to your community. We help clients with their charitable planning by establishing Donor Advised Funds, Testamentary Charitable Trusts, Charitable Remainder Trusts (CRTs), and more. Mitigating Taxes through CRTs Blog Multi-Generational Planning Many of our clients have growing families. We help them create plans for effective wealth transfer by establishing dynasty trusts, irrevocable life insurance trusts, 529 plans, and more. We also provide financial literacy training for heirs of all ages and education levels. Education Savings Plan Blog I’m Interested! Fill out the form below to receive a no-obligation financial planning proposal. Get My Proposal Get My Proposal I’m Just Broswing I want to learn more, but I’m not ready to talk to anyone yet. Join the Waitlist Join the Waitlist With offices in Idaho and California, we provide Boise wealth management and Danville wealth management services to local residents. Office Information: Eagle, ID 435 E Shore Dr, Suite 220 Eagle, ID 83616 [email protected] Office Information: San Ramon, CA 2000 Crow Canyon Pl, Suite 410   San Ramon, CA 94583 (925) 927-1900 (208) 514-0880 © Copyright 2025 Summit Wealth & Retirement Partners Verify the background of our fiduciary financial planners. Over $1 Billion of client assets custodied at Charles Schwab. Five star service backed up by 50+ five star reviews across our ID & CA locations. hrefs '#' --> Ready to Retire — Summit Wealth & Retirement Partners 0 Skip to Content Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Folder: Who We Are Back Home Our Services Meet the Team Our Story Community Involvement Folder: What We Do Back Wealth Management Financial Planning Portfolio Management Tax Planning Folder: Who We Work With Back Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet Folder: More Back Retirement Readiness Quiz Blog FAQs Pricing Folder: Disclosures Back Form-ADV Form-CRS Privacy Policy Contact Us You’ve worked hard your entire life, and the time has come. You’re tired of the grind and ready for what comes next. But, you’re not sure how this all works. How will you replace your paycheck? Do you have enough saved? Will you have to make some adjustments? How will health care work once you’re no longer at the company? That’s where we come in. As a long-time Bay Area firm, we know what its like to retire here. We understand the effort it takes. We can help you with the proper planning; from tax preparation to investment management, and everything in between. Read a Case Study Case Study: John John is a 55 year old father who is ready to step down from his full-time job. He wants to continue to work enough to keep himself busy, without needing to commit the time and energy required of his current role. We helped John plan the best way to do this. Read the Full Story I’m Interested! Fill out the form below to receive a no-obligation financial planning proposal. Get My Proposal Get My Proposal I’m Just Broswing I want to learn more, but I’m not ready to talk to anyone yet. Join the Waitlist Join the Waitlist Office Information: Eagle, ID 435 E Shore Dr, Suite 220 Eagle, ID 83616 [email protected] Office Information: San Ramon, CA 2000 Crow Canyon Pl, Suite 410   San Ramon, CA 94583 (925) 927-1900 (208) 514-0880 © Copyright 2025 Summit Wealth & Retirement Partners Verify the background of our fiduciary financial planners. Over $1 Billion of client assets custodied at Charles Schwab. Five star service backed up by 50+ five star reviews across our ID & CA locations. hrefs '#' --> Eagle Advisors — Summit Wealth & Retirement Partners 0 Skip to Content Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Folder: Who We Are Back Home Our Services Meet the Team Our Story Community Involvement Folder: What We Do Back Wealth Management Financial Planning Portfolio Management Tax Planning Folder: Who We Work With Back Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet Folder: More Back Retirement Readiness Quiz Blog FAQs Pricing Folder: Disclosures Back Form-ADV Form-CRS Privacy Policy Contact Us Eagle Advisors Looking for local to Eagle advisors who can handle your financial plan? We know that can be stressful. Let us explain who we are, and how we can help. At Summit Wealth and Retirement Partners, we understand the unique needs of Idaho residents. As local Eagle advisors, we offer comprehensive financial planning tailored to your goals, while integrating your tax planning and investment management. Our Services Directions to Our Office Anything in your life with a dollar sign attached to it is our priority. Who Are We? Summit Wealth & Retirement Partners is a well-established firm that works with successful people who want their tax life and their investment management fully integrated. We provide retirement planning, investment management, tax planning, estate planning, and more. Our Team Why Choose Us? As your local Eagle advisors, we can meet for face to face meetings in office as often as you like. In addition to wealth management, we also provide in house tax planning and strategy with our sister firm, Summit Tax Planning. Summit Tax Planning Learn More We want to help you reach your financial goals but we understand trusting someone with your wealth is not an easy decision. To learn more about us and our services, check out our blog. Our Blog I’m Interested! Fill out the form below to receive a no-obligation financial planning proposal. Get My Proposal Get My Proposal I’m Just Broswing I want to learn more, but I’m not ready to talk to anyone yet. Join the Waitlist Join the Waitlist Office Information: Eagle, ID 435 E Shore Dr, Suite 220 Eagle, ID 83616 [email protected] Office Information: San Ramon, CA 2000 Crow Canyon Pl, Suite 410   San Ramon, CA 94583 (925) 927-1900 (208) 514-0880 © Copyright 2025 Summit Wealth & Retirement Partners Verify the background of our fiduciary financial planners. Over $1 Billion of client assets custodied at Charles Schwab. Five star service backed up by 50+ five star reviews across our ID & CA locations. hrefs '#' --> Financial Planning — Summit Wealth & Retirement Partners 0 Skip to Content Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Folder: Who We Are Back Home Our Services Meet the Team Our Story Community Involvement Folder: What We Do Back Wealth Management Financial Planning Portfolio Management Tax Planning Folder: Who We Work With Back Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet Folder: More Back Retirement Readiness Quiz Blog FAQs Pricing Folder: Disclosures Back Form-ADV Form-CRS Privacy Policy Contact Us Financial Planning San Ramon Financial Planning Financial Planning Services Boise Financial planning is the namesake of our industry, but it’s only one piece of the wealth management process. What does financial planning include? Cash Flow & Retirement Projections We create 5, 10, or 30-year cash flow projections for you and revisit it at each meeting to ensure you stay on track. By tracking inflows/outflows and using those to develop your plan, we help ensure you retire on your desired timeline. Risk Management Risk management in financial planning extends beyond protecting your investments. It includes insurance, so we review all policies and make specific recommendations. We also analyze business entities and other means of asset protection. Social Security & Pension Analysis Cash flow projections for retirement must take into account all sources of income. By evaluating what you can expect from Social Security, pensions, and more, we help create a clearer picture of your retirement. Treating Your Household as a Business When you have a high net worth, you should see your finances like a business does. By creating expense reports, balance sheets, debt management strategies and more, treating your household like a business ensures proper planning is in place. I’m Interested! Fill out the form below to receive a no-obligation financial planning proposal. Get My Proposal Get My Proposal I’m Just Broswing I want to learn more, but I’m not ready to talk to anyone yet. Join the Waitlist Join the Waitlist At our Idaho & California offices, we provide financial planning services Boise residents need, and San Ramon financial planning to those wanting to outsource their financial lives. For more information, request a proposal or join the waitlist above. Office Information: Eagle, ID 435 E Shore Dr, Suite 220 Eagle, ID 83616 [email protected] Office Information: San Ramon, CA 2000 Crow Canyon Pl, Suite 410   San Ramon, CA 94583 (925) 927-1900 (208) 514-0880 © Copyright 2025 Summit Wealth & Retirement Partners Verify the background of our fiduciary financial planners. Over $1 Billion of client assets custodied at Charles Schwab. Five star service backed up by 50+ five star reviews across our ID & CA locations. hrefs '#' --> Portfolio Management — Summit Wealth & Retirement Partners 0 Skip to Content Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Folder: Who We Are Back Home Our Services Meet the Team Our Story Community Involvement Folder: What We Do Back Wealth Management Financial Planning Portfolio Management Tax Planning Folder: Who We Work With Back Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet Folder: More Back Retirement Readiness Quiz Blog FAQs Pricing Folder: Disclosures Back Form-ADV Form-CRS Privacy Policy Contact Us Portfolio Management Portfolio Management Danville, CA Portfolio Management Eagle, ID Whether you’re a business owner, a high income family, or found success elsewhere, you’ve accumulated assets and are sitting on large, unrealized gains. We manage your portfolio to help you take advantage of them. What does portfolio management include? Diversification One of the earliest rules investors learn is to have a diversified portfolio. Investing is inherently risky but diversification allows for a decrease in systematic risk. Our portfolio models include investments in growth equities, dividend equities, high quality bonds, and alternatives. Tax-Efficient Investing Keeping your tax bill in mind, we invest in tax-advantaged accounts (529s, HSAs, IRAs) or tax-efficient investments (municipal bonds) when possible. We also watch for your capital gains, and use strategies like tax-loss harvesting to reduce your tax bill when needed. Rebalancing Diversifying your portfolio is not a one and done activity. As certain asset classes perform differently, your investments in each change (thus changing your risk level). Rebalancing assures your portfolio is weighted to your desired asset allocation. Integrating Outside Investments All of our investments are held at Schwab. With our team’s expertise and the deep resources of Schwab guiding us along the way, we have confidence in our investment strategy. If you have outside investments we will include those in your overall strategy. I’m Interested! Fill out the form below to receive a no-obligation financial planning proposal. Get My Proposal Get My Proposal I’m Just Broswing I want to learn more, but I’m not ready to talk to anyone yet. Join the Waitlist Join the Waitlist Portfolio management is more than just investing. To learn more, request a proposal or join our waitlist above, and we can discuss whichever you need: portfolio management Danville or portfolio management Eagle. Office Information: Eagle, ID 435 E Shore Dr, Suite 220 Eagle, ID 83616 [email protected] Office Information: San Ramon, CA 2000 Crow Canyon Pl, Suite 410   San Ramon, CA 94583 (925) 927-1900 (208) 514-0880 © Copyright 2025 Summit Wealth & Retirement Partners Verify the background of our fiduciary financial planners. Over $1 Billion of client assets custodied at Charles Schwab. Five star service backed up by 50+ five star reviews across our ID & CA locations. hrefs '#' --> Community Involvement — Summit Wealth & Retirement Partners 0 Skip to Content Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Folder: Who We Are Back Home Our Services Meet the Team Our Story Community Involvement Folder: What We Do Back Wealth Management Financial Planning Portfolio Management Tax Planning Folder: Who We Work With Back Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet Folder: More Back Retirement Readiness Quiz Blog FAQs Pricing Folder: Disclosures Back Form-ADV Form-CRS Privacy Policy Contact Us Community Involvement We want to serve our community in more ways than just providing financial planning services to clients. So, our founder gifts an annual scholarship to a local student to help fund their continuing education. Rob Cucchiaro founded this award in 2019 in honor of his mentor and long-time business coach, Nick Horn. Nick is a West Point Graduate who served his country honorably in Vietnam before going on to become a very successful entrepreneur himself. In honor of Nick’s lifelong commitment to serving others, the Nick Horn “Serve First” Leadership & Patriotism Scholarship is awarded to the Eagle High Senior who has exhibited bold and outstanding leadership and patriotism throughout his or her high school years. Nick Horn “Serve First” Scholarship Recipients I’m Interested! Fill out the form below to receive a no-obligation financial planning proposal. Get My Proposal Get My Proposal I’m Just Broswing I want to learn more, but I’m not ready to talk to anyone yet. Join the Waitlist Join the Waitlist Office Information: Eagle, ID 435 E Shore Dr, Suite 220 Eagle, ID 83616 [email protected] Office Information: San Ramon, CA 2000 Crow Canyon Pl, Suite 410   San Ramon, CA 94583 (925) 927-1900 (208) 514-0880 © Copyright 2025 Summit Wealth & Retirement Partners Verify the background of our fiduciary financial planners. Over $1 Billion of client assets custodied at Charles Schwab. Five star service backed up by 50+ five star reviews across our ID & CA locations. hrefs '#' --> Danville Wealth Management — Summit Wealth & Retirement Partners 0 Skip to Content Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Folder: Who We Are Back Home Our Services Meet the Team Our Story Community Involvement Folder: What We Do Back Wealth Management Financial Planning Portfolio Management Tax Planning Folder: Who We Work With Back Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet Folder: More Back Retirement Readiness Quiz Blog FAQs Pricing Folder: Disclosures Back Form-ADV Form-CRS Privacy Policy Contact Us Danville, CA Wealth Management Eagle, ID Wealth Management We help our clients with everything from tax planning, to investment management, to estate planning, to retirement planning, to college funding, and more. What does the wealth management process include? Estate Planning If you already have an estate plan in place, we will diagram it so that you can see it in a visual format (and update it where needed). If you don’t have a plan in place, we will help you establish one with an estate planning attorney. Revocable vs. Irrevocable Trust Blog Retirement Planning Retirement is a primary financial goal most people have. We help plan for your retirement by protecting your hard-earned assets, establishing business succession planning, practicing strategic investment management, and more. Roth Conversions Blog Charitable Planning After determining that you and your loved ones are taken care of, you may want to give back to your community. We help clients with their charitable planning by establishing Donor Advised Funds, Testamentary Charitable Trusts, Charitable Remainder Trusts (CRTs), and more. Mitigating Taxes through CRTs Blog Multi-Generational Planning Many of our clients have growing families. We help them create plans for effective wealth transfer by establishing dynasty trusts, irrevocable life insurance trusts, 529 plans, and more. We also provide financial literacy training for heirs of all ages and education levels. Education Savings Plan Blog I’m Interested! Fill out the form below to receive a no-obligation financial planning proposal. Get My Proposal Get My Proposal I’m Just Broswing I want to learn more, but I’m not ready to talk to anyone yet. Join the Waitlist Join the Waitlist With offices in Idaho and California, we provide Boise wealth management and Danville wealth management services to local residents. Office Information: Eagle, ID 435 E Shore Dr, Suite 220 Eagle, ID 83616 [email protected] Office Information: San Ramon, CA 2000 Crow Canyon Pl, Suite 410   San Ramon, CA 94583 (925) 927-1900 (208) 514-0880 © Copyright 2025 Summit Wealth & Retirement Partners Verify the background of our fiduciary financial planners. Over $1 Billion of client assets custodied at Charles Schwab. Five star service backed up by 50+ five star reviews across our ID & CA locations. hrefs '#' --> San Ramon Financial Planner — Summit Wealth & Retirement Partners 0 Skip to Content Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Folder: Who We Are Back Home Our Services Meet the Team Our Story Community Involvement Folder: What We Do Back Wealth Management Financial Planning Portfolio Management Tax Planning Folder: Who We Work With Back Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet Folder: More Back Retirement Readiness Quiz Blog FAQs Pricing Folder: Disclosures Back Form-ADV Form-CRS Privacy Policy Contact Us San Ramon Financial Planner Finding a local San Ramon financial planner who fits your needs can be stressful. Let us explain who we are, and how we can help you. At Summit Wealth and Retirement Partners, we understand the unique needs of San Ramon families because we have worked in California for generations. We will fully oversee your financial life, integrating your tax planning and investment management and providing customized strategies depending on your financial goals. Our Services Directions to Our Office Anything in your life with a dollar sign attached to it is our priority. Who Are We? Summit Wealth & Retirement Partners is a well-established firm that works with successful people who want their tax life and their investment management fully integrated. Meet the Team Why Choose Us? We are here to help with retirement planning, investment management, tax planning, estate planning, and more. We provide in house tax planning and our sister firm, Summit Tax, is here to provide tax strategy. Click below to learn more about Summit Tax. Meet Summit Tax Learn More We want to help you reach your financial goals, though we understand trusting someone with your wealth is not an easy decision. To learn more about us and our services, check out our blog. Our Blog I’m Interested! Fill out the form below to receive a no-obligation financial planning proposal. Get My Proposal Get My Proposal I’m Just Broswing I want to learn more, but I’m not ready to talk to anyone yet. Join the Waitlist Join the Waitlist Office Information: Eagle, ID 435 E Shore Dr, Suite 220 Eagle, ID 83616 [email protected] Office Information: San Ramon, CA 2000 Crow Canyon Pl, Suite 410   San Ramon, CA 94583 (925) 927-1900 (208) 514-0880 © Copyright 2025 Summit Wealth & Retirement Partners Verify the background of our fiduciary financial planners. Over $1 Billion of client assets custodied at Charles Schwab. Five star service backed up by 50+ five star reviews across our ID & CA locations. hrefs '#' --> High Income Earners — Summit Wealth & Retirement Partners 0 Skip to Content Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Folder: Who We Are Back Home Our Services Meet the Team Our Story Community Involvement Folder: What We Do Back Wealth Management Financial Planning Portfolio Management Tax Planning Folder: Who We Work With Back Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet Folder: More Back Retirement Readiness Quiz Blog FAQs Pricing Folder: Disclosures Back Form-ADV Form-CRS Privacy Policy Contact Us For those trying to build wealth, a high income is the first step in the right direction. But between taxes and the cost of living in an affluent area, a high income doesn’t guarantee a correspondingly high net worth. This is where we come in. We will develop a proactive 5 year plan to capture as much savings as possible, in a way that also reduces your tax bill. This is particularly powerful for small business owners and solopreneurs who have the ability to customize their retirement plans. We understand the time it takes to turn your high income into a high net worth. Building wealth is a process, and we’re here to help. From tax preparation to investment management, and everything in between. Read a Case Study Case Study: Ruth Ruth and her husband both work full-time jobs, in addition to being full-time parents. They needed help organizing their finances so that their high incomes were being managed in a more strategic way. See how we implemented financial planning for high-net-worth individuals. I’m Interested! Fill out the form below to receive a no-obligation financial planning proposal. Get My Proposal Get My Proposal I’m Just Broswing I want to learn more, but I’m not ready to talk to anyone yet. Join the Waitlist Join the Waitlist Office Information: Eagle, ID 435 E Shore Dr, Suite 220 Eagle, ID 83616 [email protected] Office Information: San Ramon, CA 2000 Crow Canyon Pl, Suite 410   San Ramon, CA 94583 (925) 927-1900 (208) 514-0880 © Copyright 2025 Summit Wealth & Retirement Partners Verify the background of our fiduciary financial planners. Over $1 Billion of client assets custodied at Charles Schwab. Five star service backed up by 50+ five star reviews across our ID & CA locations. hrefs '#' --> Suddenly Single — Summit Wealth & Retirement Partners 0 Skip to Content Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Folder: Who We Are Back Home Our Services Meet the Team Our Story Community Involvement Folder: What We Do Back Wealth Management Financial Planning Portfolio Management Tax Planning Folder: Who We Work With Back Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet Folder: More Back Retirement Readiness Quiz Blog FAQs Pricing Folder: Disclosures Back Form-ADV Form-CRS Privacy Policy Contact Us Life comes at you fast. Whether it’s the loss of a loved one or a divorce, you’ve found yourself seeking a financial co-pilot you can trust. That’s where we come in. For over 30 years, Summit Wealth & Retirement (formerly RG Financial Partners) has been serving single women with all of their financial needs. Read a Case Study From tax preparation to investment management, and everything in between. No matter the situation, Summit Wealth is here for you. Case Study: Sally Sally, a 68 year old divorced mother of 2, sold her small business a few years ago. Due to issues unbeknownst to her during the sale, she may have to start working again. We worked with her and the buyer of her business to solve both of their problems, providing divorce financial solutions to smooth over what could have derailed her retirement. Read the Full Story I’m Interested! Fill out the form below to receive a no-obligation financial planning proposal. Get My Proposal Get My Proposal I’m Just Broswing I want to learn more, but I’m not ready to talk to anyone yet. Join the Waitlist Join the Waitlist Office Information: Eagle, ID 435 E Shore Dr, Suite 220 Eagle, ID 83616 [email protected] Office Information: San Ramon, CA 2000 Crow Canyon Pl, Suite 410   San Ramon, CA 94583 (925) 927-1900 (208) 514-0880 © Copyright 2025 Summit Wealth & Retirement Partners Verify the background of our fiduciary financial planners. Over $1 Billion of client assets custodied at Charles Schwab. Five star service backed up by 50+ five star reviews across our ID & CA locations. hrefs '#' --> Summit Wealth & Retirement Partners 0 Skip to Content Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Folder: Who We Are Back Home Our Services Meet the Team Our Story Community Involvement Folder: What We Do Back Wealth Management Financial Planning Portfolio Management Tax Planning Folder: Who We Work With Back Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet Folder: More Back Retirement Readiness Quiz Blog FAQs Pricing Folder: Disclosures Back Form-ADV Form-CRS Privacy Policy Contact Us You’ve reached a level of financial success. Now, it’s time to enjoy it. Financial Planner Danville, CA Financial Planner Eagle, ID We help successful families and individuals make better financial decisions and feel more secure about their money. We do this by fully integrating your tax life and investment management. With offices in San Ramon, CA and Eagle, ID, our clients value having local expertise that they can meet with face-to-face as often as they like while knowing that we have the deep resources of Charles Schwab supporting us every step of the way. I’m Interested! Fill out the form below to receive a no-obligation financial planning proposal. Get My Proposal Get My Proposal I’m Just Broswing I want to learn more, but I’m not ready to talk to anyone yet. Join the Waitlist Join the Waitlist Office Information: Eagle, ID 435 E Shore Dr, Suite 220 Eagle, ID 83616 [email protected] Office Information: San Ramon, CA 2000 Crow Canyon Pl, Suite 410   San Ramon, CA 94583 (925) 927-1900 (208) 514-0880 © Copyright 2025 Summit Wealth & Retirement Partners Verify the background of our fiduciary financial planners. Over $1 Billion of client assets custodied at Charles Schwab. Five star service backed up by 50+ five star reviews across our ID & CA locations. hrefs '#' --> Financial Advisor Danville — Summit Wealth & Retirement Partners 0 Skip to Content Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Who We Are Home Our Services Meet the Team Our Story Community Involvement What We Do Wealth Management Financial Planning Portfolio Management Tax Planning Who We Work With Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet More Retirement Readiness Quiz Blog FAQs Pricing Disclosures Form-ADV Form-CRS Privacy Policy Contact Us Open Menu Close Menu Folder: Who We Are Back Home Our Services Meet the Team Our Story Community Involvement Folder: What We Do Back Wealth Management Financial Planning Portfolio Management Tax Planning Folder: Who We Work With Back Our Typical Clients Suddenly Single Ready to Retire Multi-Generational Planning High Income, Not Rich Yet Folder: More Back Retirement Readiness Quiz Blog FAQs Pricing Folder: Disclosures Back Form-ADV Form-CRS Privacy Policy Contact Us Financial Advisor Danville Searching for a financial advisor Danville residents turn to can be overwhelming. Allow us to introduce ourselves and show you how we can assist. At Summit Wealth and Retirement Partners, we understand the unique needs of California residents because we have worked with Danville families for generations. We will fully oversee your financial life, integrating your tax planning and investment management, providing customized strategies depending on your financial goals. Our Services Anything in your life with a dollar sign attached to it is our priority. Who We Are Summit Wealth & Retirement Partners is a well-established firm dedicated to helping accomplished individuals manage their finances. We handle retirement planning, estate planning, tax planning, education funding, and more for our clients. Meet our Team Why Choose Summit Wealth & Retirement Partners? We are unique because we provide fully integrated tax planning and investment management. Our sister firm, Summit Tax Planning, also handles your tax strategy. Click below to learn more about Summit Tax. See the Tax Team Learn More Our mission is to support you in achieving your financial goals. However, we recognize that entrusting your wealth to someone is a significant decision. To discover more about what we offer and ways we can help you, visit our blog. Read Our Blog I’m Interested! Fill out the form below to receive a no-obligation financial planning proposal. Get My Proposal Get My Proposal I’m Just Broswing I want to learn more, but I’m not ready to talk to anyone yet. Join the Waitlist Join the Waitlist Office Information: Eagle, ID 435 E Shore Dr, Suite 220 Eagle, ID 83616 [email protected] Office Information: San Ramon, CA 2000 Crow Canyon Pl, Suite 410   San Ramon, CA 94583 (925) 927-1900 (208) 514-0880 © Copyright 2025 Summit Wealth & Retirement Partners Verify the background of our fiduciary financial planners. Over $1 Billion of client assets custodied at Charles Schwab. Five star service backed up by 50+ five star reviews across our ID & CA locations. hrefs '#' --> ScoreApp - Attract, Engage, and Convert Your Audience Skip to content { scrolled = window.pageYOffset > 0 }); $watch('mobileMenuOpen', value => { if (value) { document.body.classList.add('overflow-hidden'); } else { document.body.classList.remove('overflow-hidden'); } })" :class="{ 'bg-white/80': scrolled }"> Coupon Activated: Get Started Open main menu { const menu = $el; const adminBarOffset = document.body.classList.contains('admin-bar-showing') || document.body.classList.contains('is-admin-bar-showing') ? 32 : 0; // Check for coupon banner (via body class or visible element) const couponBanner = document.querySelector('.header__banner_cookie'); const couponBannerOffset = (document.body.classList.contains('body_coupon-active') || (couponBanner && couponBanner.offsetHeight > 0)) ? 46.09 : 0; // Check for custom banner const customBanner = document.querySelector('.header__banner_second.active'); const customBannerOffset = (customBanner && customBanner.offsetHeight > 0) ? customBanner.offsetHeight : 0; const mobileNavBarHeight = 44; const topPosition = adminBarOffset + couponBannerOffset + customBannerOffset + mobileNavBarHeight; menu.style.top = topPosition + 'px'; menu.style.maxHeight = 'calc(100vh - ' + topPosition + 'px)'; } updateMobileMenuPosition(); // Watch for coupon banner activation and banner changes const observer = new MutationObserver(updateMobileMenuPosition); observer.observe(document.body, { attributes: true, attributeFilter: ['class'] }); // Also watch for banner element changes const bannerObserver = new MutationObserver(updateMobileMenuPosition); const header = document.querySelector('header'); if (header) { bannerObserver.observe(header, { childList: true, subtree: true, attributes: true, attributeFilter: ['style', 'class'] }); } " > Product Product Features All the latest features How it works See how ScoreApp works Integrations See how your tools connect Watch demo See the full demo of ScoreApp Integrations View all integrations Watch ScoreApp in action Discover how ScoreApp can help you Watch a demo Scorecard Types Build with AI AI Scorecard Builder AI Assessment Builder AI Quiz Builder AI Survey Builder AI Waitlist Builder AI Event Registration Builder AI Form Builder Use Cases Type Assessment/Quiz Waitlist Webinar Video Course Surveys Profile Quiz Templates Resources Academy Blog Learning Centre Support Centre Customer Stories Partner Directory Pricing Product Product Features All the latest features How it works See how ScoreApp works Integrations See how your tools connect Watch demo See the full demo of ScoreApp Integrations View all integrations Watch ScoreApp in action Discover how ScoreApp can help you Watch a demo Scorecard Types Build with AI AI Scorecard Builder AI Assessment Builder AI Quiz Builder AI Survey Builder AI Waitlist Builder AI Event Registration Builder AI Form Builder Use Cases Type Assessment/Quiz Waitlist Webinar Video Course Surveys Profile Quiz Templates Resources Academy Blog Learning Centre Support Centre Customer Stories Partner Directory Pricing Login Get started - it's free 151k+ users worldwide AI-powered scorecards that qualify every lead Reveal who's ready to buy, personalize every follow-up, and turn more visitors into warm conversations that convert. 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