a clear path to reaching your retirement goals

Summitry - california's trusted financial advisors

Is YESTERDAY'S WEALTH MANAGEMENT HOLDING YOU BACK?

SUMMITRY: CALIFORNIA'S TRUSTED FINANCIAL ADVISORS

BECAUSE "PAPER RICH" ISN'T A PLAN. LET'S MAKE ONE.

Financial planning isn’t one-size-fits-all, especially when you’re building a career, growing a company, planning retirement, or raising a family in the fast-paced Bay Area.

At Summitry, we look at the full picture: your goals, your career moves, your health, your family, your real estate, and your investments. Then we build a strategy with you (not for you) designed to adapt as your life evolves.

When markets shift, taxes bite, or life throws curveballs, your plan stays clear, flexible, and focused so you always know your next move.

WHY SUMMITRY IS DIFFERENT

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Equity Compensation Planning

Maximize the value of your stock options, RSUs, and other equity awards with tailored strategies that align with your broader financial goals.

Taxes

Tax Strategy

Navigate California's high taxes with strategies designed to minimize tax burden and increase what stays in your hands.

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Estate Planning

We help you gain skills and provide tools to prepare for all eventualities. Secure your legacy with a comprehensive estate plan, properly titled assets, and clearly documented wishes.

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Unique Investment & Asset Management Opportunities

Go beyond the basics with access to international funds, small-cap opportunities, and private offerings, including real estate and private equity. Clients gain optional exposure to emerging and offshore markets like Singapore, Saudi Arabia, and Hong Kong.

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A Digital First Experience

Every Summitry client gets secure, real-time visibility into their portfolio through a modern digital dashboard. From onboarding to ongoing strategy reviews, your experience is streamlined, transparent, and fully accessible from anywhere.

Our approach combines traditional expertise with digital-first conveniences and emerging alternative assets, delivering both stability and innovation.

personalized strategies, proven results

Navigating wealth with Bay area insight and innovation

Summitry

  • Digital service options, including modern dashboards with full portfolio visibility
  • Frequent financial learning and workshops
  • Unique investment philosophy and a dedicated research team
  • Specialized strategies for equity holders and entrepreneurs
  • Experience in California’s high-tax environment
  • Multi-faceted fiduciary advisory team with supporting operations
  • Comprehensive approach to financial planning
  • Optional exposure to global markets like Singapore, Hong Kong, and the Gulf
  • Transparent fees with no hidden costs

new clients often tell us

Many clients who transition to Summitry from other advisory firms share that they were looking for:

  • More personalized investment strategies than standard model portfolios
  • A collaborative team rather than a single advisor relationship
  • Support for managing complex holdings, such as equity compensation or alternative assets
  • More proactive and consistent communication
  • Broader financial forecasting beyond basic retirement planning
  • Greater clarity and transparency around fees

 

These observations reflect common themes we hear from clients and do not apply to all advisory firms. Clients are encouraged to evaluate any advisory relationship based on their specific needs and circumstances

meet our team

Solid partnerships take time to form, and we won’t promise to immediately know what’s best for you and your family. But through communication, mutual understanding, and a full appreciation of your goals, our advisors take the time to get it right.

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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.

Summitry your financial picture base

A SMARTER WAY TO GROW YOUR WEALTH

By combining time-tested investment principles with modern tools and forward-looking strategies, we help ensure your wealth works harder for you. From traditional assets to emerging opportunities, every decision is built around your goals, your values, and the life you want to create

 

Live your best financial life with a coordinated financial strategy.

ABOUT US

Summitry is 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, 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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