Wealth Management for High Net Worth Individuals and Families
Where substantial wealth gets the strategy it deserves.
As your financial life becomes more complex, managing it can become more challenging. When your wealth outgrows fragmented advice, we help bring everything into alignment.
Summitry integrates holistic wealth management, tax strategy, and investment planning into one cohesive roadmap, so every part of your wealth is pulling in the same direction.
TALK TO An ADVISOR WHO SEES THE WHOLE PICTURE
High-net-worth wealth demands a different standard
At this level, the stakes are different. So are the challenges. You likely face:
- Significant tax exposure across income, capital gains, and estate
- Concentrated positions in equities, private companies, or real estate
- Equity compensation and liquidity events that require precise timing
- Sophisticated multi-generational planning
- A growing roster of advisors who don't talk to each other
Your wealth management strategy should reflect the full complexity of your financial life, not a one-size-fits-all model built for average portfolios.
That is the kind of work Summitry strives to do every day.
What our clients say
Important Disclosure Regarding All Client Testimonials Below: Each of the below testimonials have been made by current clients. None of the clients below have been compensated for their testimonial and they do not have any conflicts of interest with respect to Summitry related to providing their respective testimonial. The experiences described by each client below may not be representative of the experience of other clients and are not a guarantee of future performance or success.
“When looking for financial advisors we were looking for someone we could trust. Someone who could understand our goals, the importance of family, help us determine when we could retire, and guide us into the future. Our advisor and the Summitry Team have not disappointed. They have not only met our requirements but exceeded them… they are our friends and a part of our family.”
Jamie, client since 2023
“Outstanding. Every member I have worked with is knowledgeable and caring. I never leave a conversation confused or wanting.”
Dave, client since 2009
“I feel that someone is watching out for us and providing guidance and support in making financial decisions, calculating taxes, planning for our IRAs and other charitable donations, and generally giving us support as well as a company behind her that makes good investment decisions.”
Erna, client since 2005
We work with a limited number of new clients each quarter to maintain the depth of service our existing clients expect. Submit your information, and we'll be in touch within one business day.
How Summitry Approaches Wealth Management
THE DETAILS ARE WHERE WEALTH IS PROTECTED OR LOST.
Your financial picture has layers. A tax bill that grows every year. An estate plan that hasn't kept pace with how your wealth has grown. Advisors who each see only their piece of the puzzle.
Most advisors treat these as separate problems. Summitry treats them as one connected system.
The Problem We Find With Most Wealth Management
We often see approaches break down in one of two ways.
Neither approach is built for the realities of significant, multi-dimensional wealth.
1. You manage it yourself:
- Information is everywhere, but disconnected
- Tax, investments, and planning don't align
- Time cost becomes unsustainable
2. You hire a generic firm
- Strategies built for the masses
- Advisors who rotaate, leaving institutional knowledge behind
- Advice that works in theory but may not in practice
How summitry solves this
Summitry is built specifically for high-net-worth complexity.
We aim to make everything work together so you can make decisions with clarity, not guesswork.
Instead of treating financial decisions separately, we connect them into one coordinated strategy:
- Investments aligned with tax impact
- Equity compensation integrated into long-term planning
- Estate and legacy planning that evolves as your wealth grows
- Proactive coordination across your entire financial team
WHAT THIS CAN MEAN FOR YOU
- You stop second-guessing financial decisions
- You no longer coordinate between multiple advisors
- You understand how each decision impacts your long-term plan
- You gain clarity on what to do next and why
A more coordinated financial life
When the stakes are higher, the strategy has to be too.
Talk with Summitry about a more comprehensive approach to wealth management.
ABOUT US
Summitry is a wealth management firm in California offering personalized financial planning and investment strategies, rooted in local insight. We’ll help make the most of your wealth so you can pursue your best financial life.
We envision a more financially secure, empowered community. To get there, we’ve built services that bring clarity of purpose and translate goals into action, grounded in sound financial decision-making. We’re driven by the confidence our clients gain to pursue what matters most.
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