Tax savings start with smart planning
Does Your Financial Plan Include a Tax Strategy?
TALK TO AN ADVISOR WHO SEES THE WHOLE PICTURE
Integrated Wealth and Tax Strategy for High Net Worth Investors
California’s tax landscape is among the most complex in the nation, and managing substantial wealth here requires more than annual filings.
At Summitry, we manage assets for clients with significant portfolios and partner directly with your CPA or tax advisor to align investment decisions with your broader tax strategy. Our approach brings together investment management, financial planning, and tax coordination to help your portfolio compound efficiently, your liabilities stay under control, and your wealth continues to serve your long term goals.
What we can do for you
Tax Aware Investment Management
We build and manage portfolios designed to grow efficiently and preserve wealth over time. Every decision considers your financial goals, time horizon, and tax position so you can keep more of what you earn and stay on track toward lasting success.
Holistic Wealth Planning
We believe your investment strategy works best when it connects seamlessly to the rest of your financial life. We integrate portfolio management, tax planning, and long-term goal setting to create a clear path toward the future you envision. When needed, we collaborate with your CPA or other advisors to ensure alignment and clarity.
Liquidity and Transition Strategy
Life’s biggest financial moments deserve preparation. Whether you are selling a business, exercising stock options, or shifting into retirement, we help you plan and invest with foresight. Our goal is to help your wealth move through each stage smoothly and tax efficiently.
Stewardship of Complex Wealth
As your assets grow, so does the responsibility that comes with them. We bring discipline, perspective, and expertise to the management of substantial portfolios so your wealth continues to support the people and priorities you care about most.
plan smarter, save more
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 advisory team with supporting operations and strategy teams
- Experience addressing California’s unique financial challenges
OTHER FIRMS
- Investment strategies that may not reflect individual clients needs
- Limited specialization in managing equity compensation
- Smaller advisory teams that may lack broader resources
- May not emphasize state-specific tax considerations, such as those in California
- Tax guidance often focused on year-end filings rather than proactive planning
- Infrequent communication or updates beyond annual reviews
- Fee structures that can be complex or not fully transparent
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
FEELING OVERTAXED AND OVERWHELMED?
The complexities of tax overwhelm the best of us, especially with California’s high rates and complicated rules. Without a holistic wealth plan, you risk overpaying or missing opportunities to reduce your tax burden. Managing varied assets like equity compensation, business income, and investments only adds to the confusion and stress and emphasizes the need for a comprehensive plan.
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we simplify the
tax maze
Understanding your entire financial picture allows our team of tax-savvy professionals to work closely with accountants and lawyers to proactively mitigate your tax burden. We plan to protect your lifestyle and your legacy, helping to optimize tax-advantaged accounts and charitable giving while preparing for state and federal returns. Keep more of your wealth for yourself and future generations.
about us
Summitry is a Bay Area wealth management firm specializing in personalized financial planning and investment strategies. We help entrepreneurs, equity holders, and high-net-worth individuals navigate the challenges of California’s tax environment while building a future they can feel confident about.
We believe in proactive, transparent, and strategic financial planning that empowers our clients to thrive. Let us help you make the most of your hard-earned wealth.
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