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Retirement Planning

Planning for retirement is one of the most personal and consequential aspects of financial life. At Summitry, we understand the often-complex financial situations our Bay Area clients face and can help guide retirements that maximize your resources. As a strongly-rooted advisory firm in the Bay Area, we are dedicated to helping individuals and families reach their financial goals with tailored investment management and planning. Our team of certified financial planners act as a fiduciary, providing unbiased financial advice that puts your needs first – always.

Personalized Financial Planning

Retirement Planning

Estate and Trust Planning

Plan Today, Enjoy Tomorrow

At Summitry, we are more than advisors—we’re your partners in securing a confident financial future. With decades of experience and a deep understanding of Bay Area challenges and opportunities, we provide guidance that reflects your values, goals, and lifestyle. Our team is here to simplify complex decisions, offering strategies that bring you closer to the retirement  you’ve envisioned.

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Comprehensive Retirement Plans

You’ve worked hard to get where you are. Now it’s time to make your money last as long as possible. We’ll help you strategize how to get the most from your investments, retirement, and social security benefits. As a fiduciary, we’re bound to operate in your best interest, eliminating the pressure of commissions, and ensuring you receive transparent, objective financial advice.

Planning for Peak Earning Years

The later years of your career are often the most profitable. A financial planner can help you maximize your peak earning years while balancing other financial needs such as caring for parents, putting your kids through college, and saving for retirement.

Navigate Exercising Your Stock Options

Stock options can be a powerful part of your financial plan. We’ll guide you in timing your exercises to maximize value and minimize taxes, aligning each decision with your overall goals. Whether for retirement, family support, or personal milestones, we help you make the most of these key assets.

A Roadmap to Your Future

At Summitry, we view financial planning as a process, not a product. You’ll feel confident about your future with an advisor by your side.

Investment Management and Wealth Management

Investment management is an essential part of achieving your retirement dreams. Our wealth management team works to grow your wealth while preserving capital, focusing on helping you make sound financial decisions that align with your goals.

Tax Planning and Estate Planning

Tax planning and estate planning are vital components of a financial plan, especially for high-net-worth individuals in the Bay Area. Summitry’s financial advisors help reduce tax burdens and ensure your legacy is preserved.

California Tax Strategies

Building a life in the Bay Area means managing the challenges of living in a high-tax state. But when you plan your financial future with tax considerations in mind, you may approach key decisions differently. Let Summitry guide you on a tax-smart path forward.

Investment Management and Wealth Management

Tax Planning and Estate Planning

California Tax Strategies

Why Work with a Retirement Planner?

We love living in the Bay Area. We also know how difficult it is to manage the high-tax rate and high cost of living. Our goal is to give you the financial empowerment to live your best Bay Area lives. How do we do it?

Components of a Healthy Retirement
Investment Management
Retirement Income Planning
Legacy and Estate Planning

Why Work with a Retirement Planner?

Components of a Healthy Retirement

We focus on reducing tax burdens where possible, taking advantage of California-specific tax strategies to help you keep more of your earnings.
Why Work with a Retirement Planner?

Investment Management

Smart investing is essential to growing your wealth and maintaining it through retirement. Our investment approach is aligned with your timeline, risk tolerance, and future income needs.
Why Work with a Retirement Planner?

Retirement Income Planning

A well-balanced income plan ensures your savings provide stability throughout retirement. We structure your assets to provide a steady stream of income so you can retire confidently.
Why Work with a Retirement Planner?

Legacy and Estate Planning

For those looking to leave a legacy, we offer guidance on estate planning to ensure your wealth is preserved and passed on according to your wishes.

Each component works together to build a retirement that supports your goals and gives you financial peace of mind. Let us help you prepare for a healthy, fulfilling retirement in the Bay Area.

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.