Wealth Management & Advisory Services - Bay Area | Summitry
At Summitry, we help you maximize the benefits of living in one of the most unique areas in the world. Our investment strategies and personalized financial planning advice are specially suited for life in the Bay Area.
Client Access - Summitry
Welcome to Summitry’s Financial Planning site. If you do not yet have access to our new digital wealth management platform, please contact your advisor. Start a plan for the future today.
Summitry - Our Team
Meet the Team. Solid partnerships take time to form, and we won’t promise to immediately know what’s best for you and your family. But through communication, mutual understanding, and a full appreciation of your goals, our advisors take the time to get it right. View All.
Professional Financial Services in the Bay Area | Summitry
Summitry has the experience and research capabilities to derive the intrinsic value of a stock, bond, business or a real asset, and a process to ensure that portfolios are built with an eye toward protecting the downside as well as offering opportunity to the upside.
Boutique Wealth Management for the Bay Area | Summitry
Summitry is a Bay Area wealth management firm offering personalized financial planning and investment strategies. We help grow and protect your wealth so you can pursue your best life.
Contact - Summitry
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. For career opportunities please visit careers at Summitry . …
Why Summitry
Here’s how Summitry is different: Unique Investment Philosophy; Comprehensive Investment Strategies; Customized Portfolios; Exceptional Client Experience
Colin Higgins - Summitry
Colin is the Chief Executive Officer at Summitry. He directs all business activities for the firm and serves as a member of Summitry’s Investment Committee.
Kurt Hoefer, CFA® - Summitry
Kurt is the Chief Strategy Officer and serves as a member of the firm’s investment team at Summitry. He works with Leadership to plan and implement strategies to improve service and grow the business. Kurt is a CFA® charterholder.
Summitry - Careers
Working at Summitry. Summitry is all about growth and we’re looking for people that are fun to work with, get things done, and have a strong drive to serve our clients and help families thrive in the Bay Area. Is this you? Come join us!