Financial Advisors Serving Pasadena, CA | Summitry

Overview

Why Summitry?

At Summitry, comprehensive wealth planning means aligning the moving parts of your financial
life into a clear, strategic, tax-aware framework.

• We specialize in complexity. Things like concentrated stock positions, high-tax brackets, and multi-year tax strategies mean no part of your financial picture can afford to be managed in isolation. If your financial life has layers, that’s exactly where we do our best work.
• We’re fiduciaries. We have a legal and ethical obligation to act in your best interests. We don’t earn commissions or push proprietary products. Just objective advice that aims to reach and exceed your goals.
• We’ve been doing this for decades. Our team brings deep experience across wealth management, tax planning, and investment strategy for Southern California professionals.
• Your plan is actually yours. Every recommendation is built around your financial life, your risk tolerance, and your timeline. We work closely with Pasadena clients to understand where they are today and align strategy with where they want to go.

About

Get to Know Summitry

We live and work in California, just like our clients. That means practical insight into the tax, equity, and planning realities that shape your financial life.

Approach

Investment Management

Investment strategies should reflect your goals, not a model portfolio someone pulled off a shelf. At Summitry, we build and manage portfolios with a disciplined approach that aligns with your broader financial plan. Investment strategies reflect your financial goals, never a template.

Our services include:

• Portfolio Management: Customized to your needs and objectives.
• Equity and Alternative Investments: Strategies designed to help you diversify beyond
  concentrated positions.
• Risk Management: Balancing opportunities with the right level of protection for your
  assets.

California Tax Strategy

Living and working in Southern California brings unique financial opportunities and accompanying challenges. Summitry specializes in tax mitigation strategies that structure your assets efficiently, helping to minimize tax burdens and enable smooth transitions for your heirs. From charitable giving to tax-advantaged transfers, we help ensure your wealth goes where you intend it to go.

Retirement Planning

Whether retirement is five years away or twenty-five, the planning starts now. We help you clarify your goals, build sustainable income strategies, and manage the tax impact—so your wealth supports the retirement you envision. Wherever you are on the timeline, your strategy is built to grow, protect, and last.

Trust and Estate Planning

Preserving your wealth and protecting your future 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.

Contact

Proudly Serving Pasadena and Greater Los Angeles

Many of our Pasadena clients are professionals and business owners facing complex financial situations: equity compensation, business succession planning, or managing a high net worth across multiple accounts and entities. That complexity is where Summitry thrives. Summitry’s seasoned advisors are experienced in creating financial plans for these unique scenarios.

Wondering if Summitry is the right fit? Schedule a conversation with one of our certified financial advisors to learn how we can help you build a financial plan that reflects where you are and where you want to go.

This material is intended for general informational purposes only, and should not be construed as legal, tax, investment, financial, or other advice. It does not consider the specific investment objectives, tax and financial condition or needs of any specific person. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Investing involves the risk of loss, including loss of principal.

Summitry, LLC is a registered investment advisor in the State of California. For more information about Summitry, including fees and services, please see our Form ADV Part 2A or contact us directly.