Live your best Bay Area life

At Summitry, we help you maximize the benefits of living in one of the most unique areas in the world. Our personalized financial planning guidance and investment strategies are specially suited for life in the Bay Area.

When you're safe, you can soar

Feeling safe doesn’t always mean playing it safe. We’re not here to hold you back. Our wealth management services are designed to give you the security you need to successfully take risks, and climb higher.

Our Services

PERSONALIZED FINANCIAL PLANNING

Retirement Planning

Estate and Trust Planning

CALIFORNIA TAX STRATEGIES

Asset Management

CUSTOMIZED INVEsTMENT STRATeGIEs

Financial advice, sourced locally

We’ve been in the Bay Area for nearly two decades, and our independent firm is made up of people who deeply understand the unique risks and rewards of a location like no other.

Meet the Team