Golden Summit Wealth & Insurance Solutions

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Golden Summit Wealth & Insurance Solutions Helping families secure their future and protect the ones they love. Your Summit is our Mission.

We're thrilled to welcome Merrissa Casey as a new Financial Services Professional! Merrissa joins our team with enthusia...
10/09/2026

We're thrilled to welcome Merrissa Casey as a new Financial Services Professional!

Merrissa joins our team with enthusiasm and a commitment to delivering a positive client experience. We look forward to supporting her growth and celebrating her contributions in the years ahead.

Please join us in welcoming, Merrissa! 🎉

Grow your skills. Expand your possibilities.We're looking for driven professionals who embrace learning and bring fresh ...
10/08/2026

Grow your skills. Expand your possibilities.

We're looking for driven professionals who embrace learning and bring fresh perspectives to complex challenges. Ready to take the next step in your financial career?

Click the link below to join our team!

goldensummitwealth.com/grow-your-practice-2/

Download this guide for tax-smart ways to give before Dec. 31: https://bit.ly/3TwMcC6Want to talk it through? Let’s conn...
10/08/2026

Download this guide for tax-smart ways to give before Dec. 31: https://bit.ly/3TwMcC6

Want to talk it through? Let’s connect.

10/07/2026

Your business is more than a company. It's your legacy. Taking proactive steps today can help ensure a smooth leadership transition tomorrow. Explore our top tips for preparing the next generation and protecting what you've built.



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Join in and hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps make sense o...
10/07/2026

Join in and hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps make sense of key drivers behind recent trends and their potential implications for investors. Register now: https://bit.ly/4y5Zvr6

10/07/2026

Trust-driven. Future-focused. ​

Build a legacy withGolden Summit Wealth that lasts for generations. ​

Learn more at https://bit.ly/4jazLWT

The moment life insurance becomes important isn't always predictable. That's why planning ahead matters. Let's talk abou...
10/06/2026

The moment life insurance becomes important isn't always predictable. That's why planning ahead matters. Let's talk about coverage options that can help protect what matters most to you.

10/05/2026

Last week, stocks were mixed as technology gains offset broader weakness tied to rising interest rates. Treasury yields remained volatile, while softer labor and consumer confidence data reinforced expectations of slowing growth. For more key learnings, give our weekly market perspective a read.

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-ter...
10/05/2026

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-term planning support can help strengthen employee loyalty and engagement.

Let’s explore opportunities for your team.

We are delighted to celebrate Norma Ontiveros on reaching 5 years with our firm! Norma has played a vital role in suppor...
10/04/2026

We are delighted to celebrate Norma Ontiveros on reaching 5 years with our firm!

Norma has played a vital role in supporting our advisors on the Girls Just Gotta Have Funds team and helping ensure our clients receive the high level of service they deserve.

Thank you for your hard work, dedication, and commitment to excellence! 🌟

Address

6701 Koll Center Parkway Suite 140
Pleasanton, CA
94566

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19259792300

Website

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