Helping Professionals Thrive in the Bay Area

I am not afraid to admit mistakes or ask for help. There is a collaborative culture/environment here.

Everyone is willing to help each other and collaborate on solutions for clients. I like the area I sit in because all members of the PCG team pitch in when someone has questions or gets stuck.

The culture at Summitry is very supportive. There is no unnecessary pressure to act fast. I have the freedom to be thoughtful and make good decisions for our clients.

The staff at Summitry are all highly responsive and knowledgeable and give focused and positive support. The people attracted to working here tend to value growth both personally and professionally and are not afraid of persisting on the path to their goals. We give people tools to help grow themselves professionally and to take on more responsibility in terms of mentorship or funding to pursue additional education or certifications.

Summitry does an excellent job at recognizing their employees and giving them credit where credit is due. Whether you provide great client service, help a team member, or celebrate your birthday, it puts a big smile on your face when you are recognized during the weekly firm meetings.

Summitry allows for our employees to feel empowered and supported. I enjoy having the opportunity to work with advisors with such extensive networks and knowledge bases. We work together to offer our clients the best and most up-to-date services and advice.

Considering the challenges we’ve all faced recently I absolutely love the transparency we have at Summitry. Our partners are excited about our opportunities and upfront about the challenges we face. They’re level of honesty gives me faith that, even when times are tough, they’ll continue to lead with integrity