About Summitry

Summitry is an independent investment advisory and financial planning advisory that was established in 2003. We serve the wealth management and financial planning needs of families, individuals, foundations, and endowments, as well as business-owners seeking advice with their pension and profit-sharing plans. With over $1.7B in assets under management, we help families thrive through the unique set of opportunities and challenges posed by living in the Bay Area.

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