Financial Advisors Serving San Jose, CA

Overview

Wealth Management and Investment Strategy

With decades rooted in the Bay Area, our independent firm is built by professionals who truly understand the unique opportunities and challenges of this remarkable region. Our approach to financial planning goes beyond basic wealth management. We believe in comprehensive financial services that address every aspect of your financial life, from investment management to retirement and estate planning.

Investment management at Summitry is designed to align with your risk tolerance, time horizon, and financial goals. Our advisors take time to understand your unique financial profile and craft a portfolio strategy that balances growth and risk. By actively monitoring your investments and adjusting strategies as market conditions change, we aim to build a resilient portfolio that supports your long-term objectives.

Services

Our Wealth Management Services

Summitry’s wealth management services are designed to simplify complex financial decisions and help you achieve your financial goals. By understanding your priorities, we create a tailored approach that combines planning, investment strategies, and risk management. From portfolio allocation to tax planning, we aim to help clients maximize their wealth and protect it for future generations.

Retirement Planning for Lasting Security

Summitry’s retirement planning services help you secure the future you envision. Our advisors work with you to set realistic retirement goals, develop income strategies, and manage tax implications. We provide strategies to maximize retirement accounts, align Social Security timing, and account for possible future healthcare expenses. Whether you’re approaching retirement or planning decades ahead, we help you prepare for each stage with confidence.Our services include:

Tax and Estate Planning for a Holistic Approach

Tax planning and estate planning are essential for preserving wealth. Summitry’s advisors offer guidance on tax-efficient investment strategies, optimizing deductions, and making the most of equity compensation. We collaborate with estate planning professionals to ensure your wealth passes seamlessly to future generations, minimizing tax liabilities and protecting your legacy.

Supporting San Jose Professionals

Many of our clients in San Jose are professionals and business owners in the Bay Area facing complex financial situations due to equity compensation, business succession, or high net worth. Summitry’s advisors are experienced in creating financial plans for these unique scenarios. We help clients manage equity compensation, develop tax-efficient income plans, and structure wealth transfer solutions that align with their personal and professional goals.

California Tax Strategies

Living and working in Silicon Valley brings unique financial opportunities and challenges. Summitry specializes in California tax planning strategies that minimize tax burdens. From capital gains to equity compensation, our advisors provide strategies to maximize your returns while keeping your financial goals on track.

Approach

What It Means to Work with a Fiduciary Advisor

Summitry upholds a legal and ethical responsibility to act in your best interests. We believe financial advice should be transparent and tailored, with no hidden fees or conflicts of interest. Our fiduciary approach ensures that every recommendation aligns with your goals and the long-term security of your wealth.

Discover How Summitry Can Help You Reach Your Financial Goals

At Summitry, we go beyond traditional financial advising to become a proactive partner, providing personalized guidance at every stage of your financial journey. Our advisors offer regular portfolio updates, market insights, and are always available for key financial decisions, ensuring your plan adapts as your goals evolve.