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 for Danville, CA residents has turned into comprehensive wealth management services for clients across multiple states.
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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.
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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.
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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.
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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.
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Our Firm
In partnership with our sister firm Summit Tax Planning, we can oversee every aspect of your financial life.
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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.