Tax savings start with smart planning
Does Your Financial Plan Include a Tax Strategy?
California’s tax landscape is one of the most complex and demanding in the nation. For entrepreneurs and equity holders, navigating these challenges requires more than just filing a return—it means proactively creating a holistic wealth plan to protect your assets and avoid unnecessary tax burdens.
Summitry strives to improve financial outcomes by starting at the core of financial well-being: a strategic alignment of your entire financial picture combined with tax-efficient strategies.
What we can do for you
- Equity Compensation Tax Planning: Maximize the value of your RSUs, ISOs, and other stock options with strategies to minimize tax liabilities.
- Entrepreneurial Tax Strategies: Optimize your business income and structure to reduce tax burden while supporting growth.
- Tax-Efficient Investment Management: Align your investments with California's tax landscape to keep more of your returns.
- Proactive Planning: Anticipate and prepare for tax challenges, from annual filing to capital gains and beyond.
- Comprehensive Wealth Integration: We factor your taxes into your overall financial plan for a holistic approach.
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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