Summit Wealth & Retirement Partners

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  name: "Summit Wealth & Retirement Partners",
  description: "Summit Wealth & Retirement Partners is a financial advisory firm serving successful families and individuals in the San Ramon and Eagle, ID areas. They specialize in integrated financial planning that combines tax strategy with investment management, helping clients make confident decisions about their money and retirement. Backed by Charles Schwab's resources, they offer personalized, face-to-face guidance from local advisors who understand their clients' complete financial picture.",
  url: "https://www.summitwealthandretirement.com/",
  telephone: "+1-925-927-1900",
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    streetAddress: "2000 Crow Canyon Pl Suite 410",
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    postalCode: "94583",
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