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At Summitry, we measure success by the confidence and clarity our clients gain in their financial journey. Our clients trust us to guide them through life’s transitions — from career changes to retirement — with personalized strategies and a steady hand. Read their stories to see how thoughtful planning, long-term partnership, and values-driven advice have made a difference in their lives.
I feel very lucky and blessed that my advisor at Charles Schwab connected me to Summitry and specifically, my advisor to hold my hand and guide me through several major life transitions. Step-by-step, with their experience, knowledge, patience and a lot of kindness, I know I will be ok because I know they have my back and I can always contact them. My advisor and her assistant are invaluable and getting to know the rest of the Summitry team at recent events has shown me how much the company cares about their clients as people also. I hope this will continue.. 🙂.
My advisor provides me with the expertise that I lack in understanding the behavior of the stock market and taking the right decisions to mitigate risk, conserve my capital and grow my income while keeping my risk tolerance in focus.
I have full and complete trust in to provide information and guidance that I follow with confidence. When I have an idea regarding finances, I’ll run them by before making a decision, where he generally agrees with the strategy, specifically around past taxes, home sales and what to do with the proceeds. Although I wish all the best for , I don’t ever want to lose him as my advisor. And since we both drive Corvettes, we have a great common interest.
I am a LONG TERM client, going back three companies iterations. I was initially impressed with the firm’s common sense approach to successful investing, and have, over the years, become more and more impressed. Please keep up your superlative support and work.
The team is knowledgeable, proactive and has been pivotal in helping our family define and execute against our financial goals. Our advisor is a true partner who actively listens and proactively shares their wealth of knowledge. They are an A+ partner.
This testimonial is provided by a current client of Summitry. No compensation was provided to Summitry in exchange for this testimonial and there are no known material conflicts of interests related to this testimonial. This testimonial may not be representative of the experience of other clients and is not a guarantee of future performance or client success.
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