your financial future starts here.

California’s Trusted Wealth Management Firm

As your financial life becomes more complex, managing it can become more challenging. When your wealth outgrows fragmented advice, we bring everything into alignment.

 

Located in Pasadena, Summitry integrates tax strategy, investment planning, and holistic wealth management into one cohesive roadmap, we aim to have every part of your wealth pulling in the same direction.

TALK TO An ADVISOR WHO SEES THE WHOLE PICTURE

BUILT FOR CALIFORNIA COMPLEXITY

Many of our clients are based in Los Angeles and come to us for one reason:

 

They want someone who understands how wealth actually behaves in California.

 

That means planning for:

  • high incomes, high tax exposure, and a high cost of living
  • equity-heavy compensation
  • real estate concentration
  • liquidity vs long-term growth tradeoffs
  • business ownership

Your wealth management strategy should reflect the realities of living and building wealth in the Los Angeles area. It should help you navigate complexity without adding more friction to your life.

 

That is the kind of work Summitry strives to do every day.

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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.

“It's been a relief and given me a good 'piece of mind' having our advisor and Summitry help us with our financial planning all these years and I feel fortunate to have been referred to Summitry and our advisor.”

Kathy, client since 2009

“Outstanding. Every member I have worked with is knowledgeable and caring. I never leave a conversation confused or wanting.”

Dave, client since 2009

“Summitry has been a true partner in identifying my financial and life goals and challenges, coming up with options, and walking through the best solution for me. I've been pleased with our working relationship. Summitry is what I was looking for when evaluating a financial advisor--a small, family-oriented firm that cares about me and my family.”

Kelvin, client since 2024

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

See if this approach makes sense for you.

Your financial picture has layers. A California tax bill that surprises you every April. Retirement savings that feel behind given the area’s housing costs. Investment decisions pulled in different directions. Estate plans that haven't kept pace with how your wealth has grown.

 

Most advisors treat these as separate problems. Summitry treats them as one connected system.

 

Personalized strategies, proven results

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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.

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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 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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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.

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.

Tax Strategy

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

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.

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.

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.

BUILDING WEALTH IS HARD. MANAGING IT SHOULDN'T BE.

 

The Problem We Find With Most Wealth Management

We often see approaches break down in one of two ways.
Neither approach reflects what we believe it actually takes to build and protect wealth in Southern California.

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

  • Same strategy regardless of location
  • Limited understanding of the California-specific financial landscape
  • Advice that works in theory but may not in practice

How summitry solves this

Summitry is built specifically for California 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
  • Retirement strategy built for a high cost of living
  • Estate planning that evolves as your wealth grows

 

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
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A more coordinated financial life

A dedicated advisory team matched to your financial profile

California-specific tax strategies: capital gains timing, AMT planning, state tax optimization 

 Retirement planning calibrated to Bay Area cost of living 

Specialized support for equity compensation, business ownership, real estate, and complex assets 

 Coordination with your CPA, estate attorney, and other professionals

 

California-specific tax strategies: capital gains timing, AMT planning, state tax optimization 

Retirement planning calibrated to Bay Area cost of living 

Specialized support for equity compensation, business ownership, real estate, and complex assets 

LA wealth is complicated.

Your strategy should be clear.

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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