Summitry LLC

SF Bay Area wealth management firm offering personalized financial planning and investment strategies, rooted in local insight.

[Summitry LLC @SummitryLLC]

We're happy to announce Alex Katz and Conor Wilkes will be stepping into the Co-CEO roles for Summitry.

Enormous gratitude to Colin, and excitement for the next chapter under Alex and Conor!

Read the full announcement: https://t.co/yDi3uctTm7

[Summitry LLC @SummitryLLC]

Happy first anniversary, Alli! Tom, Alli's manager, shares..."she’s done all of this with a positive attitude and drive that lifts those around her. Thank you, Alli, for your first official year and here’s to many more!"

[Summitry LLC @SummitryLLC]

Rohit joins Summitry as a Senior Financial Advisor. He's ambidextrous (legibly, in both hands), just ran the SF Half Marathon, and took his 3-month-old across Switzerland. Welcome, Rohit. 🏃

[Summitry LLC @SummitryLLC]

10 new golf courses a year. 5 years in the same softball league. 2 continents on his first international trip. Meet JP Theriault, the newest Associate Financial Advisor on our team. Welcome to Summitry, JP. ⛳

[Summitry LLC @SummitryLLC]

Concentrated stock: we believe is one of the biggest risks Bay Area tech families face. Great evening with clients and the Charles Schwab Cupertino team digging into the risks, the tax math, and the playbooks that help families protect what they've built. 🤝

[Summitry LLC @SummitryLLC]

Three years with Summitry, and three years of putting clients first! Congrats to Tyler, Financial Advisor and now Manager of our Associate team, on a steady drive to learn, improve, and add value to clients, colleagues, and the firm. 🎉

[Summitry LLC @SummitryLLC]

Meet Hudson, joining Summitry for the summer. He played 6 sports growing up, has obsessive NFL knowledge (players, stats, historical trends), and recently fostered a puppy with his roommates. Welcome aboard, Hudson!

[Summitry LLC @SummitryLLC]

One year with Summitry. and a brand new baby girl at home. 🎉 Congrats to Martin, a valued member of our Operations team, on a season of big milestones. We can't wait to have you back.

[Summitry LLC @SummitryLLC]

A great day at our fourth SAN Summit Event, held with our partners at the East Bay Schwab branches. 🤝

[Summitry LLC @SummitryLLC]

Taya, welcome to Summitry🎉 Meet Taya: she visited 3 countries in a single month, makes a mean red wine braised short ribs, and yes, she's a lefty. Welcome to Summitry, Taya! We're glad to have you!

[Summitry LLC @SummitryLLC]

Congratulations to Jason, Senior Equity Analyst! A decade of intellectual rigor, patient conviction, and the long-term thinking that makes everything we do better. 🎉

[Summitry LLC @SummitryLLC]

New Wealth intern alert 🎉

Meet Lily — 10 countries visited, a book a week, and a serious concert habit. We're lucky to have her. Welcome to Summitry, Lily!

[Summitry LLC @SummitryLLC]

New team member alert 🎉

Meet Lacey: she studied abroad in Seoul, runs thrift clothing pop-ups, and just picked up rock climbing.

Welcome to Summitry, Lacey! We're glad to have you.

[Summitry LLC @SummitryLLC]

Already maxing your 529? Starting July 4, the new 530A "Trump Account" adds up to $5K/year per child, no earned income needed, no impact on your 529. *Not investment advice.

Full breakdown: https://t.co/O7nJw3dzJx

[Summitry LLC @SummitryLLC]

🎉 Welcome Alex Tran to Summitry! He's balled with Big Baby Davis, eaten snake, and used to ride motorcycles. We're excited to have him! Meet Alex → https://t.co/ePByjGzI4p

[Summitry LLC @SummitryLLC]

Congratulations, Archana, on your five-year milestone with Summitry! We're lucky to have you on the team. 🎉

[Summitry LLC @SummitryLLC]

"Wealth management" isn't a regulated term. Any firm can use it. Our 2026 guide on what to actually look for when hiring a Bay Area wealth manager: https://t.co/FrJ5I6iDtb

[Summitry LLC @SummitryLLC]

We're hiring two Financial Advisors at Summitry — helping Bay Area tech families with equity comp, tax & estate planning. CFP® preferred; 5–7 yrs for the Senior role. Know someone great? Send them our way!

[Summitry LLC @SummitryLLC]

Most wealth managers understand equities. At Summitry, we find Far fewer understand equity compensation. For Bay Area tech pros, the difference may cost millions. What sets a seasoned firm apart: https://t.co/75evthWUps

[Summitry LLC @SummitryLLC]

Welcome to Summitry, Karen! Karen joins our Pasadena office as Director of Client Services, bringing two decades in financial services, most recently at Vantage Wealth, and a true client-first approach. https://t.co/jDNezZ6NS8