We’d like to extend a big thank you to the Santa Clara University Finance Association and SCIF (Santa Clara Investment Fund) for hosting us on campus! It was a pleasure connecting with such talented and driven students and sharing insights about our summer internship program. We were truly impressed by the professionalism, curiosity, and engagement of everyone who attended. Looking forward to staying connected with this bright community! #SantaClaraUniversity #FinanceAssociation #SCIF #Internships #futureopportunities Special shout outs to William Horak and Sophie Cheung for their leadership and making this event such a success, and to our internal team at Summitry: @Cynthia Duncan, Gina McGhee, FPQP®, and Tiffany Lessler, FPQP™ for showcasing Summitry’s values and internship opportunities at the recent event! Their unique backgrounds and roles sparked great interest from students, creating excitement about future possibilities with us.
Summitry
Financial Services
Foster City, California 1,290 followers
Helping families live their best Bay Area lives.
About us
At Summitry, we help you maximize the benefits of living in one of the most unique areas in the world. Our personalized financial planning guidance and investment strategies are specially suited for life in the Bay Area.
- Website
-
http://summitry.com
External link for Summitry
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Foster City, California
- Type
- Partnership
- Founded
- 2003
Locations
-
Primary
Get directions
919 E Hillsdale Blvd #150
#150
Foster City, California 94404, US
Employees at Summitry
Updates
-
🌟 Exciting news! Join us in welcoming Julian W. to the team! 🚀 Julian is joining our Operations Team as a Client Service Associate. Not only is he a sailing enthusiast who raced for both high school and college, his family also ran a French laundromat in San Francisco—no restaurant ties, though! #WelcomeJulian #TeamFunFacts
-
-
Happy Veteran's Day 🎖️ Today, we honor the brave men and women who have served our country with courage and dedication. We also wanted to highlight our veteran teammates, @Conor Wilkes and Sneha Vaidya FPQP® - thank you for your service! #VeteransDay #ThankYouVeterans
-
-
It's that time of year! On 10/22, the IRS released its annual inflation adjustments. Key updates include a roughly 2.8% increase across tax brackets, standard deduction increases to $15K for single filer, $30K for married filing jointly, annual gift exclusion increases to $19K, and lifetime gift/estate exemption increase to $13.99MM. These updates are particularly important as 2025 marks the final year of the 2017 Tax Cut and Job Act. Many provisions, including the doubled standard deduction and doubled lifetime gift and estate exemption, are set to expire, while the full State and Local Tax Deduction and the 39.6% top tax rate are expected to return. Here are more details: https://hubs.li/Q02XsnG_0 Are you looking to reduce your taxes as year-end approaches? Rewatch our webinar on how to maximize your tax savings with year-end panning: https://hubs.li/Q02Xs2Tr0
-
-
We are very excited to announce that we have found a partner in Aspen Standard Wealth who aligns with our values and mission, to help ensure that Summitry continues to serve our clients, colleagues, and community. Cheers to a new chapter! #partners
We are thrilled to announce the launch of Aspen Standard Wealth, a business that serves as a permanent home and long-term partner for successful Registered Investment Advisors (RIAs). Aspen’s journey begins with acquiring Summitry, a prominent Bay Area RIA with $2.8 billion in AUM. Known for delivering deeply personalized financial planning and investment strategies, Summitry will now benefit from Aspen’s differentiated focus on long-term, stable ownership—an approach designed to foster growth without the pressure of eventual resale or transition. “When I met the team at Aspen, it was clear that they were different. They care about growing our people, continuing to build on top of the foundation that our team has built, and helping us deliver more for our clients,” said Colin Higgins, CEO of Summitry. “Summitry embodies everything we seek in a partner: growth-oriented, client-obsessed, and people-focused,” said Aly Kassim-Lakha, CEO of Aspen. Interested in learning more? Read the full press release here: https://lnkd.in/exE4v7XV #PrivateEquity #RIA #WealthManagement #Partners
-
Welcoming Katherine Lee! 🎉 Katherine joins us today from Princeton University as a Wealth Intern. She is a die-hard foodie, always on the hunt for the next delicious bite. 🍽️ She's also a caffeine enthusiast, working part-time as a barista and perfecting her latte art skills. ☕️ Fun fact: she only likes orange-flavored candies! 🍊 Can't wait to share a coffee with you, Katherine!
-
-
Amazing day at the San Mateo County Health Foundation annual golf tournament! Summitry was thrilled to be a sponsor and support a fantastic cause. From perfect swings to great company, it was a day to remember. Shout out to our friends at Schwab for joining us! 🏌️♂️⛳
-
-
🎉 Exciting news, everyone! Let's give a warm welcome to our newest teammate, Curt Tyler! 🌟 Curt joins us today as an Investment Associate. Fun facts about Curt: he has three adorable dogs who love joining him on hikes around the beautiful trails like Waterdog Lake, Sugarloaf Hill, and Fox School. When he's not exploring the great outdoors, Curt is also working on restoring a classic 1967 Camaro with his dad. 🚗🐾 🤗 #WelcomeAboard
-
-
Curious about the 2024 Presidential election's impact on your investments? 🤔 Join us for insights from Dan Clifton of Strategas Research in our recent webinar! Discover how polls and voting access influence outcomes, potential paths to victory, and investment implications for your portfolio. 📊💡 How do you think the changing election landscape will affect your financial strategy? Watch now and let us know: https://lnkd.in/gd4eJy7r #Election2024 #InvestmentStrategy #SummitryWebinar
-