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Keep more of what you earn with proactive California tax strategies
Contact Us
Personalized Financial Planning
Retirement Planning
Estate and Trust Planning
California Tax Strategies
Equity Compensation Planning
Customized Investment Strategies
California’s tax landscape is one of the most complex and demanding in the nation. For entrepreneurs and equity holders, navigating these challenges requires more than just filing a return—it means proactively creating a holistic wealth plan to protect your assets and avoid unnecessary tax burdens.
Summitry improves financial outcomes by starting at the core of financial well-being: a strategic alignment of your entire financial picture combined with tax-efficient strategies.
What we can do for you
Equity Compensation Tax Planning: Maximize the value of your RSUs, ISOs, and other stock options with strategies to minimize tax liabilities.
Entrepreneurial Tax Strategies
Optimize your business income and structure to reduce tax burden while supporting growth.
Tax-Efficient Investment Management
Align your investments with California's tax landscape to keep more of your returns.
Proactive Planning
Anticipate and prepare for tax challenges, from annual filing to capital gains and beyond.
Comprehensive Wealth Integration
We factor your taxes into your overall financial plan for a holistic approach.
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Why summitry
Summitry
- Unique investment philosophy and dedicated research team
- Access to strategies designed to deliver tax-advantaged income
- Specialized strategies for equity holders and entrepreneurs
- Experience in navigating California’s high-tax environment
- Multi-faceted fiduciary advisory team with supporting operations and strategy teams
- Experience addressing California’s unique financial challenges
- Clear, transparent fees with no hidden charges or sales incentives
other advisor firms
- One-size-fits-all investment strategies
- Minimal experience managing equity compensation
- One-person advisor teams
- Limited understanding of California’s tax complexities
- Reactive tax advice focused only on annual filings
- Lack of ongoing communication and updates
- Opaque fees and hidden costs
These observations are based on Summitry’s understanding of common industry practices and may not apply to all firms. Clients are encouraged to evaluate any advisory relationship based on their specific needs and circumstances
FEELING OVERTAXED AND OVERWHELMED?
The complexities of tax overwhelm the best of us, especially with California’s high rates and complicated rules. Without a holistic wealth plan, you risk overpaying or missing opportunities to reduce your tax burden. Managing varied assets like equity compensation, business income, and investments only adds to the confusion and stress and emphasizes the need for a comprehensive plan.
WE SIMPLIFY THE TAX MAZE
Understanding your entire financial picture allows our team of tax-savvy professionals to proactively mitigate your tax burden. Our strategy builds and protects your lifestyle and your legacy, helping to optimize tax-advantaged accounts and charitable giving while preparing for state and federal returns. Keep more of your wealth for yourself and future generations.
About us
Summitry is a Bay Area wealth management firm specializing in personalized financial planning and investment strategies. We help entrepreneurs, equity holders, and high net-worth individuals navigate the challenges of California’s tax environment while building a future they can feel confident about.
We believe in proactive, transparent, and strategic financial planning that empowers our clients to thrive. Let us help you make the most of your hard-earned wealth.
*Actual client situation with the names changed for privacy. Please see disclaimer below.
This case study contains an actual client situation with the names changed in which Summitry has provided financial planning advice. There is no guarantee that similar results will be achieved for other financial planning clients. It is unknown if the clients on which this case study is based approved or disapproved of Summitry’s services. Summitry’s advice is based each client’s specific situation and contains multiple factors. Summitry may make recommendations to one client that may differ from the advice given to another client.
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
