Summitry is a Bay Area-based team of investment strategists dedicated to helping clients grow and protect their wealth through thoughtful, long-term strategies. With deep roots in the region’s dynamic economy, Summitry blends market insight, tax-aware investing, and personalized planning to craft portfolios aligned with each client’s unique goals. As fiduciaries, Summitry’s advisors deliver independent advice and disciplined investment management designed to navigate change and create lasting financial confidence.