Team

Insights

Wealth Management & Financial Advising
Serving Palo Alto

Based in Foster City, Summitry provides tailored financial planning and investment management services to individuals, families, and professionals in Palo Alto, CA and the broader Bay Area. As trusted wealth advisors, we help clients navigate the complexities of managing assets, planning for long-term goals, and making smart financial decisions.

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Overview

Helping You Build a Secure Future

Whether you’re an executive, a tech professional, or a high-net-worth individual, our firm is committed to helping you live your best Bay Area life. We understand the financial landscape of Palo Alto, offering strategies designed to optimize portfolios, minimize tax liabilities, and grow your wealth over time.

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About

Get to Know Summitry

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Services

Why Choose Summitry’s Wealth Advisor?

At Summitry, we’ve built a structure that allows each team member to focus on their area of expertise. This equals a tailored and seamless experience for every client. You’ll be matched with an advisory team that aligns with your unique needs. Each advisory team has a Lead Financial Advisor and an Associate Financial Advisor. You will also be supported by our Operations, Investment, Onboarding, and Strategy teams. You’ll also benefit from access to our network of trusted professionals, including attorneys, accountants, and consultants.

Key Benefits of Working with Summitry:

Tailored Strategies: Every client receives a customized plan designed around their financial profile and goals.
Comprehensive Plans: From tax planning to charitable giving, we help optimize every aspect of your financial life.
Focus on the Tech Industry: We specialize in addressing the unique needs of tech professionals, executives, and entrepreneurs.
Emphasis on Transparency: As a registered investment advisory firm, our only commitment is to you—not commissions or hidden fees.

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What We Do

Personalized Financial Planning
California Tax Strategies
Retirement Planning
Asset Management
Estate & Trust Planning
Customized Investment Strategies

You’ve worked hard to build your wealth, and preserving it is our priority. At Summitry, we align your investments with a personalized financial plan we make just for you. Your portfolio is built using carefully selected securities, monitored by our portfolio management team. We apply a disciplined, time-tested investment philosophy to ensure your wealth remains secure and positioned for growth.

Specialized Services for Clients in the Tech Industry

Palo Alto’s thriving tech industry presents unique financial challenges for those involved. Summitry offers specialized services tailored to the needs of tech professionals and executives, including equity compensation strategies, investment planning, and financial guidance for high-growth opportunities.

Advice for Tech Professionals & Executives

Equity Compensation Management: Maximize the value of stock options and RSUs with expert planning.
Tax-Efficient Strategies: Optimize financial decisions to reduce tax burdens.
Long-Term Wealth Building: Develop investment strategies designed for growth in the fast-paced tech industry.

Summitry’s advisors are familiar with the nuances of tech industry compensation packages and can help you make informed financial decisions that align with your career trajectory.

Registered with the SEC

As a registered investment advisory firm, Summitry upholds the highest standards of transparency and accountability. We are registered with the SEC and state securities authorities, ensuring compliance with regulatory requirements.

Schedule a Consultation with a Trusted Palo Alto Wealth Advisor

Take control of your financial future with Summitry. Our wealth advisors serve the Palo Alto community and are ready to help you navigate complex financial decisions, optimize your portfolio, and achieve long-term success.

Whether you need guidance on investment management, tax strategies, or financial planning, Summitry provides expert advice and personalized service. Schedule a consultation today to learn how we can support your journey toward financial security and growth.