Our services

Personalized Financial Planning

You want to know that the financial decisions you make now set you up for success in the future. To help you make the best decisions for your life, your family, and your money, you’ll need personalized financial planning and advice that considers everything that makes your life yours.

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.

 

Meet the team

Next up:

Retirement Planning

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

President