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.
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Wealth management
for the Bay Area
We’re a Bay Area wealth management firm offering personalized financial planning and investment strategies, rooted in local insight. We help grow and protect your wealth so you can pursue your best Bay Area life.
They say that if you want the best insider knowledge about a place, ask a local. We believe the same applies to financial advice.
OUR VISION
We live here because we all enjoy what the Bay Area has to offer. We also know that it’s increasingly hard to maintain a balance between work and life in this fast-paced environment. Add financial uncertainty into this equation, and we’re often left with an unsettled feeling about the future.
We envision a more financially secure and empowered Bay Area community. To realize this, we’ve designed a suite of services that give our clients clarity of goal, purpose, and intention, translating it all into a plan of action grounded in sound financial decision-making. We feel rewarded when we can see our clients gain the confidence they need to pursue their ambitions. To live their best Bay Area lives.
CARE
We care for each other, our clients and our community
GROW
We have an intrinsic desire to grow ourselves and our firm
DRIVE
We are fiercely driven to achieve our goals and those of our clients
Our Core Values
Our three core values are what makes Summitry tick. They guide and influence how we make decisions and run our business, and most importantly provide the foundation for how we work cohesively and deepen relationships with our clients. We’re not here to settle for the status quo, and neither are you.
Giving Back
As dedicated members of our community, we want our contributions to make a positive impact here in the Bay Area. We support a number of local causes that are dear to us, and also make space for charities abroad.
Our goal is to build long-term relationships with the organizations we support. Through the efforts of Summitry Cares, we donate a portion of the firm’s profits and match employee donations. The members of Summitry Cares push forward the volunteering efforts for the firm by coordinating events for the team and encourage everyone to make an impact.
About the Name
Summitry is the achievement of new heights, with aid and security provided by us as a partner. It is the process we follow, as the partner to our clients, to understand the unique Bay Area terrain, to plan the route to the top and to work alongside them as they make the climb.
Summitry also implies a “symmetry” between ourselves and our clients, because we make this climb together, and we each have our roles. Our job, in a nutshell, is to bring people together to help them reach their goals and achieve new heights.
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.
Claire Shifren, CFP®
Senior Financial Advisor
