Summitry is a personalized financial planning firm based in the Bay Area, dedicated to helping clients build and preserve wealth through every stage of life. With a deep understanding of the region’s unique financial landscape, Summitry provides tailored guidance in investment management, tax strategy, retirement planning, and estate design. Acting as a true fiduciary, Summitry builds long-term relationships grounded in trust, transparency, and a deep commitment to each client’s individual goals and values.