Summitry LLC

Summitry LLC Summitry is a Bay Area wealth management firm offering personalized financial planning and investment strategies, rooted in local insight.

We help grow and protect your wealth so you can pursue your best Bay Area life.

Big welcome to our newest Wealth intern, Lily! 🌞Three things to know about her:📚 Reads a book a week (drop your recommen...
06/01/2026

Big welcome to our newest Wealth intern, Lily! 🌞

Three things to know about her:
📚 Reads a book a week (drop your recommendations)
🌍 Visited 10 countries during study abroad
🎶 Catch her at a concert most weekends

Whether you want to swap travel stories, trade book recs, or compare set lists, Lily's the one to find. So glad to have you here, Lily — let's make it a great summer!

Welcome to the team, Lacey! 🎉We're thrilled to have joining Summitry as our newest Financial Advisor Associate.A few th...
06/01/2026

Welcome to the team, Lacey! 🎉

We're thrilled to have joining Summitry as our newest Financial Advisor Associate.

A few things you should know about her:
→ She spent last school year studying abroad in South Korea
→ She's run her own thrift clothing pop-ups
→ Her newest hobby: rock climbing

Whether you want to swap Seoul travel tips, talk vintage finds, or compare climbing routes, Lacey's the one to find. So glad to have you here, Lacey! Let's make it a great start.

If you've been maxing your 529s, there's a new tool worth knowing about.Starting July 4, 2026, the 530A, aka the "Trump ...
05/29/2026

If you've been maxing your 529s, there's a new tool worth knowing about.

Starting July 4, 2026, the 530A, aka the "Trump Account", adds a fresh layer of tax-advantaged savings for kids under 18:

- Up to $5,000/year per child, with no earned income requirement
- Anyone can contribute: parents, grandparents, family friends
- $1,000 federal seed for kids born after Jan 1, 2025
- Tax-deferred growth in low-cost U.S. equity index funds

Importantly, contribution limits are independent of your 529. For a Bay Area family with two kids, that's up to $10,000/year of new tax-advantaged room, stacked on top of what you're already doing.

How it fits alongside 529s, Roth IRAs, and UGMA/UTMAs: https://hubs.ly/Q04jhndG0

*This is not investment advice. You should consult your investment adviser and/or tax adviser before making any investment decisions.

🎉 We're thrilled to welcome Alex Tran to the Summitry team!When Alex isn't helping clients navigate their financial futu...
05/27/2026

🎉 We're thrilled to welcome Alex Tran to the Summitry team!

When Alex isn't helping clients navigate their financial future, you might find him with some interesting stories to share, like the time he hit the court with NBA champion Big Baby Davis, his days weaving through traffic on a motorcycle, or that one unforgettable meal involving snake🐍 (Yes, really.)

We're so glad to have him here. Get to know Alex → https://hubs.ly/Q04j4BpL0

Congratulations, Archana, on your five year anniversary with Summitry! Tyler, Archana's manager, shares, "Archana joined...
05/24/2026

Congratulations, Archana, on your five year anniversary with Summitry! Tyler, Archana's manager, shares, "Archana joined our team five years ago, and from our very first conversation, it was clear she brought something rare: a passion for deep, meaningful relationships and finding ways to bring joy to people. I've watched her grow over the years from a thoughtful new team member into a trusted advisor whose recent promotion to Senior Associate Financial Advisor recognizes not only her technical depth, but the way she shows up for the people she serves. Clients don't just trust Archana with their finances; they trust her with the personal details of their lives and the things that are most important to them. That's a standard she has set for all of us. Congratulations, Archana, on five years, on a well-earned promotion, and on the kind of career that gets built one careful, caring conversation at a time."

Hiring a wealth manager? A few questions worth asking first:- What is a fiduciary?- How exactly are you compensated?- Wh...
05/22/2026

Hiring a wealth manager? A few questions worth asking first:
- What is a fiduciary?
- How exactly are you compensated?
- What's your experience with RSUs, ISOs, QSBS, and 83(b) elections?
- How do you integrate tax planning with investment management?

The specificity of the answers is the signal.

Our 2026 guide to choosing a Bay Area wealth manager, including what "fee-only" actually means and how Bay Area circumstances should shape your search.

https://hubs.ly/Q04hyq3J0

We're hiring Financial Advisors at Summitry!Join a team that helps Bay Area tech families navigate equity comp, tax and ...
05/21/2026

We're hiring Financial Advisors at Summitry!

Join a team that helps Bay Area tech families navigate equity comp, tax and estate planning, and the decisions that come with growing wealth. You'll own deep client relationships, partner with Business Development, and work alongside our Investment team.

What we're looking for: two Financial Advisors, preferably with CFP® designations, strong planning experience (5–7 years for the Senior role), and someone who leads with our values — Care, Grow, Drive.

Is this you? Reach out if you or someone you know fits this role. We'd love to chat!

Most wealth managers understand equities. At Summitry we find far fewer understand equity compensation. The difference c...
05/14/2026

Most wealth managers understand equities. At Summitry we find far fewer understand equity compensation. The difference can potentially cost you millions. For Bay Area tech professionals, equity compensation is often the single largest driver of long-term wealth. It's also the area where we believe generalist advisors most often fall short.

Our latest on what separates a firm seasoned in equity comp from one that treats it as an afterthought, plus the questions to ask before you hire one.

Read more: link in our bio!

Welcome to Summitry, Karen! Karen joins as Director of Client Services in our Pasadena office. With nearly two decades i...
05/12/2026

Welcome to Summitry, Karen! Karen joins as Director of Client Services in our Pasadena office. With nearly two decades in financial services, most recently as Director of Client Services at Vantage Wealth, she brings operational expertise, an international perspective, and a deep commitment to client care. We're so glad to have you with us, Karen. Read more about Karen here: https://hubs.ly/Q04fVZYf0

Welcome to Summitry, James! James joins us as Partner and Regional Director, leading our Pasadena office. With more than...
05/08/2026

Welcome to Summitry, James! James joins us as Partner and Regional Director, leading our Pasadena office. With more than three decades in wealth management and as the co-founder of Vantage Wealth, he brings deep experience, and an even deeper commitment to the clients and communities he serves. We're thrilled to have you and the Pasadena team on board! Read more about James here: https://hubs.ly/Q04fVYdy0

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919 E Hillsdale Boulevard #150
Foster City, CA
94404

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