what financial decisions are you facing?
Financial planning means different things depending on your life stage, career, and where you live - especially in the unique Bay Area.
At Summitry, we consider everything that impacts your finances, from your health and career to family, real estate, and investments. Then, we create a plan that works for you, together.
You can be overwhelmed, or you can take control. Together, we can plot a course that is as personal as you are.
what we can do for you
- Investment & Asset Management: Keep your hard-earned wealth safe with disciplined, personalized asset management.
- Tax Strategy: Navigate California's high taxes with strategies designed to minimize tax burden.
- Estate Planning: Secure your legacy with a comprehensive estate plan, properly titled assets, and clearly documented wishes.
personalized strategies, proven results
WHY SUMMITRY
Summitry
- Unique investment philosophy and dedicated research team
- Access to strategies designed to deliver tax-advantaged income
- Specialized strategies for equity holders and entrepreneurs
- Experience in navigating California’s high-tax environment
- Multi-faceted fiduciary advisory team with supporting operations and strategy teams
- Holistic, comprehensive approach to financial planning
- Transparent fees with no hidden costs
Other advisor firms
- One-size-fits-all investment strategies
- Minimal experience managing equity compensation
- One-person advisor teams
- Reactive instead of proactive advising
- Lack of ongoing communication and updates
- Limited or narrowly focused financial forecasting
- Opaque fees and hidden costs
These observations are based on Summitry’s understanding of common industry practices and may not apply to all firms. Clients are encouraged to evaluate any advisory relationship based on their specific needs and circumstances
Building wealth is hard. managing it shouldn't be.
Building wealth takes time, discipline, and effort- but keeping it safe and growing it strategically is an entirely different challenge. From market volatility to tax burdens, managing wealth effectively requires careful planning and a deep understanding of financial complexities.A smarter way to grow your wealth
By combining time-tested investment principles with rigorous analysis, we help to ensure your wealth works harder for you while keeping your goals and values at the center of every decision.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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