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.
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Financial Advisor & Wealth Management Serving Oakland
Based in Foster City, Summitry provides personalized wealth management and financial planning for individuals, families, and business owners in Oakland and the broader Bay Area. Our advisors simplify investments, retirement planning, tax strategies, and estate planning with customized solutions tailored to your goals.
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Overview
Wealth Management for Bay Area Life
Our team understands the unique economic and lifestyle opportunities of the Bay Area. From stock compensation to retiring in an area with such a high cost of living, we offer strategies that align with your financial life and goals.
We specialize in:
- Investment Management: Tailored portfolio strategies to help you maximize returns while managing risk.
- Retirement Planning: Comprehensive financial planning to secure your future.
- Estate and Tax Planning: Proactive guidance to protect wealth and minimize tax liabilities.
- Charitable Giving Strategies: Tools to align your wealth with your values.
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About
Get to Know Summitry
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Services
Financial Planning for Every Stage of Life
Navigating New Income Streams
Managing new income streams can feel overwhelming without the right financial partner. Summitry offers support to assess the impact of these changes and develop a strategy to invest responsibly. Our advisors coach you through important investment decisions, ensuring your wealth grows in alignment with your goals.
Retirement Planning for Financial Independence
Retirement should be a time to enjoy the rewards of your hard work. Our advisors help you make smart financial choices that prioritize your future. Located in the San Francisco Bay Area, Summitry delivers the highest level of expertise to craft a retirement plan tailored to your needs, ensuring you’re prepared for every step of the journey.
Estate and Tax Planning
Estate and tax planning are essential for preserving your wealth and securing your legacy. Summitry’s certified financial experts provide advisory services to structure your estate plan efficiently and minimize tax liabilities. We work with you to ensure your financial legacy reflects your priorities and supports future generations.
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Approach
A Fiduciary Approach to Financial Services Near Oakland
As a fiduciary, Summitry is legally and ethically obligated to act in your best interest. Our model means we earn no commissions, ensuring every recommendation serves your goals—not ours. This commitment to transparency and trust is why clients from Oakland and across California choose Summitry for their financial needs.
Meet our Financial Advisors
Strong partnerships don’t happen overnight. While we won’t claim to instantly know what’s best for you and your family, our advisors are committed to understanding your goals through open communication and mutual trust. We take the time to build a relationship that aligns with your needs and aspirations.
If you’re ready to take control of your financial future, Summitry’s advisors are here to help. We specialize in providing personalized financial planning and investment management services to clients in Oakland and throughout California. Schedule a consultation today to learn how Summitry can help you achieve your financial goals with confidence.
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.
Alex Katz
President
