Schedule a talk with one of our advisors to learn more about Summitry and how we can help you get a foothold on your financial life. For career opportunities please visit careers at Summitry.
Our Custom Approach
Financial planning and investment strategies should not be one-size-fits-all. At Summitry, we view financial planning as a process, not a product. We offer personalized financial planning tailored to your goals, lifestyle, and values. By understanding your aspirations, risk tolerance, and financial timeline, we create strategies that guide you to where you want to go.
Our client-first approach ensures your plan reflects what matters most to you.
Whether you’re preparing for retirement, saving for a child’s education, or navigating the complexities of the Bay Area’s financial landscape, we’re here to guide you every step of the way.

Your Goals, Our Focus
Personalized financial planning begins with understanding you. Our process starts with a deep dive into your financial picture, including:
Income and Cash Flow Analysis
We assess your income streams and spending habits to ensure your finances align with your goals. This includes identifying areas where adjustments can improve your financial health and create more stability or opportunity.
Customized Investment Strategies
We offer tailored investment plans that align with your risk tolerance, time horizon, and long-term objectives. We carefully balance growth opportunities with safeguards to minimize unnecessary risks.
Tax Optimization
We help you navigate complex tax scenarios, seeking to ensure you retain more of your hard-earned money. Your advisor will propose strategies to minimize tax liabilities and maximize savings.
Estate Planning
We’ll work with you to ensure your wishes are clearly documented, beneficiaries and heirs are named, and accounts are properly structured to provide long-term security for your loved ones. Then, we’ll review changes with you as they happen with regular communications.
Income and Cash Flow Analysis
Customized Investment Strategies
Tax Optimization
Estate Planning
Schedule a Consultation with a Financial Advisor Today
At Summitry, we’re not just building financial plans; we’re building confidence and peace of mind. Let us help you take control of your financial future with a strategy that’s as unique as you are.
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Alex Katz
President

Cynthia Duncan
Senior Financial Advisor

Eric Jungling, CFP®
Senior Financial Advisor

Emily Hazelroth, CFP®
Senior Financial Advisor & Advisor Manager
Meet the team