Financial Advising & Wealth Management
Serving Menlo Park

Overview

Peace of Mind for Your Financial Life

Based in Foster City, Summitry helps individuals and families in Menlo Park and beyond achieve clarity and control over their financial lives. As trusted financial advisors, we specialize in creating personalized plans that align with your goals, aspirations, and unique needs.
Whether you’re building wealth, planning for retirement, or making the most of your investments, our Bay Area office provides the guidance and expertise to help you navigate every step of the journey.

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.

Investing Strategies

Investment strategies should reflect your goals, risk tolerance, and timeline. At Summitry, we build and manage portfolios with a disciplined approach, ensuring that your investments align with your broader financial plan.
Our services include:

• Portfolio Management: Customized to your needs and objectives.
• Equity and Alternative Investments: Tailored strategies to help you diversify and grow your wealth.
• Risk Management: Balancing opportunities with the right level of protection for your assets.

Trust & Estate Planning

Preserving your wealth and protecting your legacy requires thoughtful trust and estate planning. Summitry partners with attorneys and tax advisors to ensure your assets are structured efficiently, enabling smooth transitions for your heirs. Whether you need strategies for charitable giving, tax-advantaged planning, or asset protection, we provide insight to help you meet your objectives.

Retirement Planning

Preparing for retirement means building a plan that provides security and peace of mind. Our advisors help you evaluate your retirement goals, design income strategies, and manage tax implications to ensure your retirement years are everything you envision. Whether you’re decades away or ready to retire, we tailor strategies that grow and preserve your wealth.

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

Serving Menlo Park & the Bay Area

Our Bay Area office is dedicated to helping clients throughout Silicon Valley and the Bay Area achieve their financial aspirations. With three decades of industry experience, Summitry’s team is committed to providing highly personalized service. Whether you’re managing a business, planning for retirement, or looking for investment guidance, we’re here to support you.