Summitry is a leading financial planning firm in the Bay Area, providing expert guidance to individuals and families seeking to build, preserve, and transfer wealth. Our team of experienced financial planners takes a holistic approach, offering personalized strategies in areas such as investment management, retirement planning, tax optimization, and estate planning. We work closely with clients to understand their unique goals and challenges, creating a tailored roadmap for long-term financial success. As fiduciaries, Summitry is committed to providing unbiased, transparent advice that aligns with your best interests, ensuring a confident financial future.

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