Schedule a talk with one of our advisors to learn more about Summitry and how we can help you get a foothold on your financial life. For career opportunities please visit careers at Summitry.
Team
Insights
Pages
- Let's Talk
- Phone / Directions
Customized Financial Planning & Advice
What financial decisions are you facing? The term ‘financial planning’ is broad, and its value changes depending on where you are in your life and career. And, of course, where you live. The Bay Area is unique, and we take this into account. We look at your age and health, career path, and family, together with your real estate, investments, and anything else that could impact the management of your finances. Then we make a plan to tackle it all, together.
PERSONALIZED FINANCIAL PLANNING
Life in the Bay Area is complex, and attaining wealth adds to the number of decisions with serious financial ramifications you face. You can be overwhelmed, or you can take control. Together, we can plot a course that is as personal as you are.
Learn more about our approach to personalized financial planning.
RETIREMENT PLANNING
It’s a thought that crosses everyone’s mind at some point: when can I afford to retire? Reaching retirement takes discipline and proper planning, so the sooner you start to consider the important decisions you need to make, the better off you’ll be when it arrives. We help you prioritize spending and saving based on key goals, such as a desire to retire in the Bay Area. In partnership with Summitry’s Financial Advisors, you will feel safe to dream. We’ll draft a roadmap to retirement.
Learn more about our approach to retirement planning.
-
When can I afford to retire?
-
What will be the effects of inflation on my cost of living in retirement?
-
Will I be able to retire in the Bay Area?
-
When is the best time to claim my social security benefits?
-
Should I consider a move to a low-tax state?
-
Can my investment earnings replace my employment earnings?"
Estate and Trust Planning
It’s important to consider the long-term when it comes to managing your wealth. We make sure that your will, living trust, powers of attorney and other key documents are in order, that your assets are titled properly and that beneficiaries and successor trustees are named according to your wishes. We also make sure your potential heirs have a clear understanding of the financial plans you’ve put in place.
Learn more about our approach to estate planning.
CALIFORNIA & IRS TAX STRATEGIES
Making a life in the Bay Area means you’ve accepted the burdens of a high-tax state. But planning your financial future with your tax rules in mind may alter the decisions you make. Let Summitry keep you on a tax-savvy course.
Equity Compensation Planning
Equity compensation can be one of the most powerful wealth-building tools at your disposal. Still, many professionals don’t have the time to understand how and when to take advantage of it. Without the right guidance, equity compensation can lead to unexpected taxes, missed opportunities, and long-term financial setbacks. Get expert advice before it’s too late. Whether you’re managing ISOs, RSUs, or ESPPs, questions around tax planning, when to exercise, or if and when to sell loom large.
Learn more about our equity compensation planning.
Customized Investment Strategies
You’ve managed to achieve significant wealth and you’d like to keep it safe. That’s what we do. Investments are allocated in accordance with your personalized financial plan. The building blocks of your investment portfolio are securities monitored by our portfolio management team, following a time-tested investment philosophy and a lot of rigor.
Learn more about our investment strategies here.
Let's talk
Schedule a talk with one of our advisors to learn more about Summitry and how we can help you chart a path for your financial future.
Colin Higgins
Chief Executive Officer
