Our Process

Whether you’re an individual looking to build wealth for your family’s future, a fiduciary responsible for a charitable fund, or a business owner looking for advice with your pension and profit-sharing plans, we’ve got you covered. Here’s what the process looks like:

Listen & Learn Icon Image
Listen & Learn Icon Image

Listen & Learn

Discovery is the critical first step in building a long-lasting financial partnership: listening and learning. We’ll ask you questions about your life and use your answers to guide our plan and process. Are you working in the tech sector? Has the value of your home tripled since moving in? Is your estate plan in order? This is about figuring out where you are now, where you want to be and everything in between.

Create Your Financial Plan Icon Image
Create Your Financial Plan Icon Image

Create Your Financial Plan

Next we begin developing and finalizing your plan. Once we have a clear picture of your objectives and the key results we need to achieve together, we will keep you on track for the upcoming year and set you up for long-term success.

Determine Your Ideal Asset Allocation & Execute Icon Image
Determine Your Ideal Asset Allocation & Execute Icon Image

Determine Your Ideal Asset Allocation & Execute

Financial planning reveals your risk appetite and return goals.

These preferences, plus capital markets expectations, determine your ideal asset allocation.

We’ll target strategic asset allocations to serve your investment objectives and identify the weightings across asset classes to meet these constraints.

With a plan established and asset allocations weighted, we’ll execute and manage your investments in accordance with your personalized investment policy and report progress toward your goals.

Communicate Icon Image
Communicate Icon Image


An important part of our ongoing relationship is being a proactive partner. We check in with you between meetings to make sure everything is going as planned or if there are changes that we should be aware of.

We make this journey together and acknowledge the trust you place in us as your partner by being always available to you.

You’re never “on the clock” and are encouraged to call your Financial Advisor when facing any financial decision, regardless of the size.

Learn what makes Summitry different.

Why Summitry

Next up:

Who we are

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

Chief Growth Officer