A clear path to

reaching your

retirement goals

summitry - california's trusted financial advisors

It's a thought that crosses everyone's mind at some point: when can I afford to retire?

Retiring comfortably takes discipline and proper planning, so the sooner you start considering the important decisions you need to make, the better off you’ll be when it arrives. Summitry can help you enter the next phase of life with confidence.

what we can do for you

  • Tax strategy: We'll answer questions that come with living in the high-tax state of California and determine if staying here is the right choice for you.
  • Investment management: Keep your hard-earned wealth safe with personalized investment planning.
  • Estate planning: We make sure that your will, living trust, powers of attorney, and other key documents are in order.
  • Spending projections: Find out how much you'd need if long-term care or lifestyle adjustments enter the picture.

Plan today, enjoy tomorrow

Why summitry

Summitry

  • Customized portfolios curated by a dedicated research team
  • Specializing in high net-worths, experience across all wealth levels
  • Multi-faceted fiduciary advisory team with supporting operations and strategy teams
  • Holistic, comprehensive approach to financial planning
  • Experience addressing CA's unique financial challenges

other advisor firms

  • One-size-fits all investment strategies
  • Limited retirement-specific expertise
  • One-person advisor teams
  • Lack of ongoing communication and updates
  • Reactive instead of proactive investing
  • Limited or narrowly focused financial forecasting
  • Opaque fees and hidden costs
*The Competitors are hypothetical and presented for illustrative purposes

Life rarely goes as planned

Retirement can be filled with surprises- both exciting and challenging. From unexpected healthcare costs to market volatility or changes in personal goals, the road ahead is unpredictable. Without a plan that accounts for life's uncertainties, it's easy to feel unprepared and anxious about the future.

 

 

we offer flexibility for whatever comes next

At Summitry, we create retirement roadmaps that deliver confidence in the face of uncertainty. Whether it's rebalancing your portfolio, adjusting for new expenses, or updating your goals, we'll ensure your plan stays on track- no matter what comes your way.

about us

We’re a Bay Area wealth management firm 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 and empowered community. To realize this, we’ve designed a suite of services that give our clients clarity of goal, purpose, and intention, translating it all into a plan of action grounded in sound financial decision-making. We feel rewarded when we can see our clients gain the confidence they need to pursue their ambitions. 

 

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